What the “Big Beautiful Bill” Could Mean for Your Retirement

Big changes are on the horizon, and they could affect your retirement income, taxes, and estate plan. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down what’s in the new legislation (aka the “big, beautiful bill”) and how retirees can prepare now to take advantage of the benefits or avoid potential pitfalls.

Two of the biggest takeaways affecting retirees: a possible reduction in your taxable income and a longer runway to take advantage of today's historically low tax rates, i.e. it's still a great time to consider a Roth Conversion.

If you'd like to talk through these changes, just text or call Dustin at the number on the website or book a free chat by visiting www.LongLiveMyMoney.com.

#SocialSecurity #RetirementPlanning #FinancialAdvisor #PolicyUpdate