Brandy Maben, Director at WindRock Wealth Management, joins Maggie Lake to unpack what’s buried in the new 1,000+ page ’One Big Beautiful Bill’, and why even middle-class investors and small business owners should be alarmed.
From forced IRA distributions and new Roth IRA restrictions to the elimination of grantor trusts and a possible halving of the estate tax exemption, the proposals could cost Americans millions. Even Roth IRAs could face Required Minimum Distributions (RMDs) for the first time ever.
What you’ll learn:
- Who is affected by the proposed tax hikes (hint: it’s not just the ultra-wealthy)
- The retirement and estate tools that may soon disappear
- What to know about inherited IRAs, Roth conversion limits, and trust changes
- How to use Opportunity Zones to legally avoid capital gains taxes
- Why timing is critical, and what to do before your options vanish
Volatility got you concerned? Get a free portfolio review with WindRock’s Brandy Maben at: https://bit.ly/4kWnoeK
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #Taxes #RetirementPlanning #EstatePlanning #TaxReform #RothIRA #OpportunityZones #FinancialPlanning #TaxStrategy #CapitalGains #BudgetBill
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