We’ll cover:
✅ Who benefits the most
✅ How the new deductions lower your federal income taxes
✅ The impact on capital gains, Roth conversions, and IRMAA
✅ Why this creates a powerful but temporary planning window through 2028
Even if Social Security taxes didn’t go away, this law still gives retirees more room to protect income from taxes...but only if you plan wisely.
🔗 IMPORTANT LINKS 🔗
👍 Get confidence in your retirement with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now!
👉 Download your copy of “The One Critical Portfolio Shift You Must Make Before Retirement”
Disclaimers 👨🏻⚖️
📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.
⭐⚠️⭐Please read this⭐⚠️⭐
⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇
Investment Advisory Services offered through Carroll Advisory Group, LLC, a registered investment advisor.
Read More
By: Devin Carroll, CFP®
Title: Trump’s New Tax Law Could Save Retirees Thousands (Side-by-Side Examples)
Sourced From: www.youtube.com/watch?v=Df-fO3lJqS4
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