2025 Tax Bill: The Six Hidden Rules No One’s Talking About скачать в хорошем качестве

2025 Tax Bill: The Six Hidden Rules No One’s Talking About

The One Big Beautiful Bill is nearly 900 pages long but inside are changes that could save retirees thousands and open new planning opportunities. In this episode of Glad You Asked I share six important updates every retiree should know including: • The return of the charitable deduction for standard deduction filers • An extension and increase of the estate tax exemption • Permanent higher standard deduction amounts • What did and did not change for Social Security taxes • An extension of the 2017 tax cuts • New deductions and credits for caregiving education and healthcare support These may seem like small changes but together they can have a big impact on your retirement plan. 🙋‍♂️ About Me: I’m Mike McCulloch, a CERTIFIED FINANCIAL PLANNER and investment advisor. I created Glad You Asked to help retirees and near-retirees make smarter financial decisions and live more fulfilling lives in retirement. 🔔 Don’t forget to like, subscribe, and hit the bell so you never miss an episode. Let’s Connect Ready to talk through your own retirement plan or financial goals? 📍 Visit hunterassociates.com to start a conversation. This content is intended for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. Hunter Associates, LLC is a dually Registered Broker-Dealer, Member FINRA/SPIC, and an SEC-Registered Investment Adviser. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation. Viewing this video does not create a relationship with Hunter Associates. Investments are not FDIC-insured, they may lose value. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change.