What the "One, Big, Beautiful" tax bill means for you

There’s a lot of buzz about the “One, Big, Beautiful” tax bill—so what does it actually mean for your retirement and investment strategy?In this episode, we break down the key changes proposed in the latest tax legislation and what they could mean for your income planning, Roth conversions, estate strategy, and overall tax efficiency.We’ll cover:How the bill could affect high-income earners and retireesPotential sunset of the Tax Cuts and Jobs Act in 2026Smart moves to consider before tax rates shiftWhat to watch for in capital gains, estate, and income tax changesDon’t let shifting tax laws catch you off guard—learn how to stay ahead of the curve.📘 Based on strategies from Rizek Housari’s book Finance on the Fly: Simple Strategies to Build Lasting Wealth.Disclaimer: This podcast is for informational purposes only and does not constitute financial, legal, or tax advice. Please consult your advisor before making financial decisions.#RetirementPlanning #TaxBill2025 #RothConversions #TaxStrategy #FinanceOnTheFly