The “Big Beautiful Bill” is now a big, beautiful law – what does it mean for your retirement strategy?

Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:

  • Increased standard deducations for additional tax savings
  • "Senior Bonus" deductions to offset taxes paid on Social Security benefits
  • Increased estate tax exemptions creating dramatic savings for heirs