New Tax Bill Just Changed Retirement Rules, Financial Planner Explains скачать в хорошем качестве

New Tax Bill Just Changed Retirement Rules, Financial Planner Explains

In this video Colin Exelby, CFP® dives deep into the new "Big Beautiful Bill" tax law. A brand-new 870-page bill just passed, and it’s filled with changes that could have a major impact on your retirement. If you're already retired or just a few years away, now’s the time to pay attention. In this video, I’ll break down the most important updates—without wasting your time. We’re talking about permanent tax bracket changes, a bigger standard deduction, a brand-new Senior Bonus Deduction, updates to Social Security taxation, and even a few surprise rule changes around charitable giving, HSAs, and estate planning. I’ll also walk you through three powerful strategies you can use to take advantage of this new window—from optimizing Roth conversions to reducing future RMDs and even harvesting capital gains more tax-efficiently. It’s not about reading the bill cover to cover—it’s about understanding what affects you and how to act on it. If you find this helpful, be sure to like the video, subscribe to the channel, and share it with someone who needs to hear it. #TaxPlanning #Retirement2025 #SeniorTaxTips #RetirementIncome #TaxUpdates #RothConversions #SocialSecurityTax #FinancialPlanning #EstatePlanning #CelestialWealth Get the Ebook:➡️ https://celestialwm.com/bbbebook ⭐Support the Channel by Becoming a Community Member⭐ 👇   / @seetheforestthroughthetrees   Outstanding Personal Finance Tools👇 Budgeting...👇 ★☆★ Rocket Money (originally called as TrueBill) ★☆★ https://rocketmoney.sjv.io/CelestialWM Wealth Management...👇 ★☆★Personal Capital ★☆★👇 https://personalcapital.sjv.io/Celest... Bookkeeping...👇 ★☆★Gusto Bookkeeping★☆★👇 https://gusto.pxf.io/CelestialWM [About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management. I provide financial planning for business owners and their families that makes sense. Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be. We strive to help you: *Optimize Your Cash Flow *Minimize Your Taxes *Build Your Net Worth *Create a Lasting Legacy ➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️ Do you watch Dave Ramsey, Robert Kiyosaki, Grant Cardone, Gary Vee, Graham Stephan, Meet Kevin, Ryan Scribner, Replace Your Mortgage, Project Life Mastery, Russel Brunson, Alex Becker, Tanner J Fox, Refusing to Settle, Dan Lok, Jeff Rose, Tai Lopez, Bigger Pockets, or Pat Flynn? Then you'll love our channel! Be sure to subscribe and I'll see you in the comments! Top Financial Advisor Baltimore. Top Financial Planner Maryland. Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com. Celestial Wealth Management LLC receives compensation from YouTube for the presence of advertising before, after, and during this video content. Celestial Wealth Management LLC does not control the content or presence of any advertisements. The presence of any advertisement does not constitute an endorsement of the ad, company, entity, or product by Celestial Wealth Management LLC.