EPISODE · Jul 24, 2025 · 41 MIN
Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners, and investors. Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever. 📊 Here’s what we cover: 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out 👴 A new $12,000 deduction for retirees—what to know before you file 🏦 Estate tax exemption locked in at $15M per person—what it means for families 👶 Newborn “Trump Accounts”—seed money from the government, tax-deferred growth, and major flexibility 📈 Why the market is at all-time highs despite volatility, tariffs, and war chatter 📉 Should you rebalance now or keep buying into strength? Plus: Travel tips, TSA pre-check wins, and a debate over Real IDs you didn’t know you needed. 👉 Feeling unsure how this new tax law affects your financial plan? Visit evermont.com to schedule your complimentary consultation.📲 Subscribe and leave a review—it helps more people find retirement advice that actually works.
What this episode covers
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners, and investors. Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever. 📊 Here’s what we cover: 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out 👴 A new $12,000 deduction for retirees—what to know before you file 🏦 Estate tax exemption locked in at $15M per person—what it means for families 👶 Newborn “Trump Accounts”—seed money from the government, tax-deferred growth, and major flexibility 📈 Why the market is at all-time highs despite volatility, tariffs, and war chatter 📉 Should you rebalance now or keep buying into strength? Plus: Travel tips, TSA pre-check wins, and a debate over Real IDs you didn’t know you needed. 👉 Feeling unsure how this new tax law affects your financial plan? Visit evermont.com to schedule your complimentary consultation.📲 Subscribe and leave a review—it helps more people find retirement advice that actually works.
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Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
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