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The Big Beautiful Bill has officially passed, and Phil is here to bring you everything you need to know from a tax and retirement planning perspective. He dives into what really matters, starting with why the headlines and quick Google searches can be dangerously misleading.
He walks through what the bill actually says, what’s being misreported, and how these new tax laws—however long they last—can be a major opportunity when used strategically in retirement planning.
Here’s some of what we discuss in this episode:
📉 TCJA tax rates are here to stay (at least for now)
💰 SALT deduction cap increased, but with income-based limits
👵 Seniors 65+ can claim an extra $4,000 deduction through 2028
🏥 Medicare recipients may now qualify to contribute to HSAs again
🧠 AI and headlines aren’t giving you the full story
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