The new tax law is official, and if you are retired or retiring soon, this could be one of the best tax planning opportunities you’ll see for the rest of your life.
You have a short four-year window to take action.
In this video, I’ll explain what’s changed, what’s staying the same, and how to use this new law to lower your tax bill and strengthen your retirement plan.
🧠 Here’s what you’ll learn:
• How the new standard deduction works for retirees
• What the senior bonus deduction is and how much it’s worth
• Who qualifies and when it phases out
• Why 2025 to 2028 may be the best time to do Roth conversions
• How to create more tax-free income in retirement
This planning window will not last forever. If you wait until it’s over, you may miss the chance to lower your lifetime tax bill.
🔗 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: Retirees Can’t Afford to Waste the Next Four Years
Sourced From: www.youtube.com/watch?v=7cNI9VupWVw
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