Ep 31 - How Trump’s Big Beautiful Bill Impacts Retirees: What You Need to Know

The Big Beautiful Bill impacts retirees: how changes to the tax code could mean big consequences -or big opportunities - for retirees.

In this episode, we break down key updates from Trump’s proposed “Big Beautiful Bill” and what they mean for your retirement strategy. From new estate tax exemptions to the evolving rules around Roth conversions, we cover it all.
🔹 How Social Security taxation could shift your income planning
🔹 Charitable giving strategies that work under the new code
🔹 Expanded state and local tax (SALT) deductions
🔹 What the $15M estate tax exemption means for legacy planning
🔹 The pros and cons of Roth conversions under new limits
🔹 Why proactive planning matters now more than ever

Whether you’re already retired or just planning ahead, this episode will help you better understand how to protect and grow your retirement nest egg. Our hosts also share personal stories to illustrate just how much thoughtful planning can shape both your financial and personal future.

🎧 Tune in—and be sure to talk with your financial advisor to put these changes to work for you.
#RetirementPlanning #TrumpTaxPlan #RothConversion #EstatePlanning #FinancialFreedom

I’m here to make wealth planning and retirement simple, clear, and approachable. No jargon, no fluff—just real talk about what matters most to your financial future.

On this channel, we cover everything from Social Security and tax strategies to IRAs, 401(k)s, job changes, inheritance, and so much more. My goal is to help you feel confident about your retirement plan—so you not only have enough, but you're also prepared for the risks that could affect your money along the way.

Let’s take the mystery out of retirement and build a plan you can feel good about.
For more about Retirement Matters, or to contact us, visit our website: https://www.retirementmatters.co/