New Tax Law - Benefits to Retirees & Seniors

The new tax law just signed on July 4th includes major changes that could directly impact your retirement. In this Cardinal Lesson, Hans and Tom break down what stayed the same, what changed, and what it all means for retirees and seniors—especially regarding tax brackets, standard deductions, Roth conversions, and estate planning. If you're 65 or older, this video walks you through the most relevant parts of the law and how they affect your finances in 2025 and beyond. Download the show notes at CardinalGuide.com or call us for help applying these changes to your personal plan.

Questions? Email us at [email protected], call us at (919) 535-8261, or visit our website at

Show Notes:

H E Scheil & Associates doing business as Cardinal Advisors holds an insurance license in all 50 states and DC. Listed below is the license # in each individual state. Alabama 675461, Alaska 100118081, Arizona 1800012348, Arkansas 100104794, California 0K32569, Colorado 464622, Connecticut 2463129, Delaware 1119857, DC 2887040, Florida L087124, Georgia 159539, Hawaii 445296, Idaho 507076, Illinois 100333675, Indiana 721739, Iowa. 1002056691, Kansas. 272705345, Kentucky 738674, Louisiana 614407, Maine AGN249408, Maryland 100048542, Massachusetts 2006645, Michigan 0104206, Minnesota 40411912, Mississippi 15016382, Missouri 8325733, Montana 100126008, Nebraska 100224332, Nevada 1007341, New Hampshire 2315847, New Jersey 1557889, New Mexico 1800010640, New York 1382342, North Carolina 1000092550, North Dakota 2000136230, Ohio 1028975, Oklahoma 100190853, Oregon 100237062, Pennsylvania 589318, Rhode Island 2309277, South Carolina 1907911784, South Dakota 10017719, Tennessee 2252224, Texas 1963111, Utah 513447, Vermont 1038574, Virginia 129027, Washington 864498, West Virginia 100107166, Wisconsin 100192273, Wyoming 27517

Read More
By: Cardinal Advisors
Title: New Tax Law - Benefits to Retirees & Seniors
Sourced From: www.youtube.com/watch?v=UJuly02iMOw


-------------------------------
Did you miss our previous article...
https://trendingintaxation.com/videos/trusts-explained-canadian-edition