Ramp Up to Retirement
One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know with Brent Oliver
Key Takeaways
- How new tax brackets and deductions affect your retirement strategy
- The truth about the “senior boost” for deductions
- Charitable giving incentives and QCD benefits
- Estate tax updates and planning opportunities
Show Notes
Retirement planning doesn’t exist in a vacuum, especially when tax laws are shifting.
Dan Reese and guest Brent Oliver, Senior Wealth Advisor at Avery Wealth, break down the latest tax legislation and what it means for your future income, charitable giving, and estate plans.
From the extension of lower tax brackets to the expanded standard deduction and SALT cap increase, Dan and Brent cut through the noise to highlight some impactful changes for retirees and pre-retirees. They also explain how to leverage tax-smart strategies, like qualified charitable distributions, to help make the most of your retirement income.
Resources
Carson Wealth Retirement Readiness Quiz
Avery Wealth Insights
About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.