Understanding the New Standard Deduction Under OBBBA | Retirement Tax Matters Ep 04

26/08/2025 15 min Episodio 4

Listen "Understanding the New Standard Deduction Under OBBBA | Retirement Tax Matters Ep 04"

Episode Synopsis

In Episode 4 of Retirement Tax Matters we explore the permanent extension of the higher standard deduction under the new "One Big Beautiful Bill Act" (OBBBA). We'll cover the new 2025 standard deduction amount for married couples ($31,500) and explain how the new law, while beneficial, adds layers of complexity with income-based phase-outs for deductions like the new Enhanced Senior Deduction. Learn why this new tax landscape makes end-of-year projections more critical than ever and how the now-permanent lower tax brackets create a longer "runway" for powerful, long-term Roth conversion strategies. | Disclosures