Discover how a lower income window early in retirement can become a powerful tax planning opportunity. Learn how to use this period to optimize withdrawals, make strategic Roth conversions, and manage gains in ways that may help reduce future taxes and strengthen your overall strategy.
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Understanding the One Big Beautiful Bill Act: Key Income Tax Changes for 2025
The new One Big Beautiful Bill Act locks in current tax brackets, expands the standard deduction, and revives a $6,000 exemption for seniors. However, its ripple effects go far wider. Learn which income-tax changes take effect now, which apply later, and how this law could reshape your retirement or estate planning.