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Senior Citizen Deductions in the Big Beautiful Bill | Frank Wealth Insights Podcast Clip

Автор: Return on Life Wealth Partners

Загружено: 2025-10-08

Просмотров: 6

Описание:

Tom Reynolds, CPA, EA, explains the important tax deductions available for people 65 and older.

Listen to the full conversation on Frank Wealth Insights.

Important Information:
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-registered investment adviser.

The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.

Information is believed to be accurate as of the date of recording but may not be complete or updated for subsequent changes in law or regulation.

The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.

Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.

This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.

A portion of this research material was obtained from LPL Financial, LLC. All information is
believed to be from reliable sources; however, Planned Financial Services, LLC, dba Return on
Life Wealth Partners, make no representation as to its completeness or accuracy.

For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.

Senior Citizen Deductions in the Big Beautiful Bill | Frank Wealth Insights Podcast Clip

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