EPISODE · Dec 12, 2025 · 39 MIN
The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal and Aaron Spitzner discuss tax items in the big beautiful bill act including senior deductions and social security. Then Aaron touches on Trump accounts and how you can utilize them for your child. Later Jeff shares mistakes people make when transferring their 401ks to IRAs. Then Aaron and Jeff wrap up the show with estate planning mistakes to avoid.
What this episode covers
Jeff Kowal and Aaron Spitzner discuss tax items in the big beautiful bill act including senior deductions and social security. Then Aaron touches on Trump accounts and how you can utilize them for your child. Later Jeff shares mistakes people make when transferring their 401ks to IRAs. Then Aaron and Jeff wrap up the show with estate planning mistakes to avoid.
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The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities
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