RBS 222: The New Tax Law Changes and How They May Affect Retirement

The passage of the One Big Beautiful Bill Act has brought us a number of changes to the tax laws. Some changes are "permanent," meaning it would take an act of Congress and the President to change them. Some are "temporary," meaning they expire at some point in the future. Almost all of them can affect how we plan for retirement, particularly when it comes to Roth conversion strategies, tax-gain harvesting, and even traditional retirement account distributions.

In this video, I walk through the key tax provisions of the OBBBA, and then cover how they may affect retirement planning.

NOTE: ProjectionLab has updated its software to account for the OBBBA tax changes
https://robberger.com/tools/projectio...

Resources
Andy Panko's article: https://static.twentyoverten.com/5d25...
U.S. Bank Tax Bracket article: https://www.usbank.com/wealth-managem...

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