OBBA, Social Security & the Retirement Tax Shift

29/07/2025 12 min
OBBA, Social Security & the Retirement Tax Shift

Listen "OBBA, Social Security & the Retirement Tax Shift"

Episode Synopsis

Think taxes end with April 15th? Think again. In this episode, Jon Hicks unpacks the difference between tax prep and tax planning—especially in retirement. He breaks down the latest updates from the OBBA (One Big Beautiful Bill Act), how Social Security taxation has evolved, and why most retirees face more complex tax situations than they expect. From income stream strategy to lifetime tax reduction, this episode explores how smart planning can help you keep more of what you’ve saved.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.