The One Big Beautiful Bill: What Retirees Need to Know (Part 1)

The recently passed One Big Beautiful Bill (OBBB) is already reshaping the retirement planning landscape, and it’s left many pre-retirees and retirees wondering what it truly means for them. In this episode, Ben and Kaitlin break down the most talked-about provisions, like changes to tax brackets, the permanence of the standard deduction, and how “tax-free Social Security” headlines don’t always tell the whole story. Here’s some of what we discuss in this episode: ⚖️ Tax brackets remain unchanged for now 🏡 Standard deduction increases offer big relief, but only for some ⏳ Extra deductions for those over 65 will phase out after 2028 📰 Headlines can be misleading, so focus on your own personalized strategy 🔄 “Permanent” tax changes may still shift with future elections For more, visit us online: https://baschrock-fg.com/