What The “Big Beautiful Bill” Means for Your Retirement Plan episode artwork

EPISODE · Jul 24, 2025 · 14 MIN

What The “Big Beautiful Bill” Means for Your Retirement Plan

from Perfect Game Retirement · host Ryan Ledden

📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html  A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. In this episode, Ryan unpacks the key changes and why they matter for your retirement. Here’s what we discuss in this episode: 🌆 Good news for high-property-tax states 💵 Tax brackets extended, but don’t call them permanent 💰 “Senior Bonus” deduction… is this a good thing? 🧮 Social Security still taxed, despite misleading headlines 🔁 Roth conversions still alive, with no new limits, no income cap   Visit us online: https://blackoakam.com/ Phone: (470) 508-0508 Get in touch with the Black Oak team: https://blackoakam.com/contact-us/ Schedule a call with Ryan: https://speakwithryan.com/ Get your tax-free retirement toolkit: https://bit.ly/3PMjKqc Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI

Episode metadata supplied by the publisher feed · Published Jul 24, 2025

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