In this episode, we break down the latest updates and strategies you need to know to secure your financial future in retirement. From tax-saving opportunities to key changes in Social Security and healthcare, we cover it all.
Key topics discussed:
✅ Enhanced Senior Deduction – What it means and how to qualify
✅ Social Security Taxation – Strategies to reduce the tax bite
✅ Social Security Trust Fund – The latest projections and what they mean for retirees
✅ Healthcare Changes – Updates that could impact your retirement planning
✅ Upcoming Tax Cuts – What’s on the horizon and how to prepare
✅ Roth IRA Conversions – When and why they make sense
✅ Taking Advantage of Lower Tax Brackets – Tactical moves for long-term benefit
