07/08/2025
For those 55 and older — whether you’re thinking about retirement or already there:
Congress passed — and the President signed — the One Big Beautiful Bill Act, bringing new tax law changes that could matter for things like retirement withdrawals, Roth conversions, and Social Security.
📬 In addition to our usual monthly and quarterly updates, we’re putting together a summary of the key highlights that may be most relevant to retirement. It’s set to be shared Thursday evening.
If you’d like to receive it, you can sign up here:
👉 https://preview.mailerlite.io/forms/831081/159271121472980375/share
It’s always helpful to stay informed, especially when tax laws change.
