What are the potential implications of the “One Big Beautiful Bill” on your taxes. In this webinar, Len Hayduchok, CFP®️, CEO, and Shane Scott, financial planner, discussed the implications of the Big, Beautiful Bill on what retirees and pre-retirees can plan to pay.
They review changes to the tax law and consider recommendations for both retirees and pre-retirees. This webinar is designed for retirees and those approaching retirement who want to better understand the new tax law and how to plan around it. They walk through what’s changed, what’s temporary, and what strategies might help reduce your tax bill while supporting the goals you’ve worked a lifetime to reach. This session offers practical tips on Roth conversions, charitable giving, deductions, and how to align your finances with the life you want in retirement. Whether you’re already retired or still preparing, the presenters offer a clearer picture of how to make the most of these new rules.
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