What Retirees Need to Know About Trump’s Tax Bill

What Retirees Need to Know About Trump’s Tax Bill

Devin Carroll, CFP®

55 лет назад

154,570 Просмотров

A new version of Trump’s tax cuts is gaining traction—and it could have a big impact on your retirement taxes. In this video, I explain how the potential extension of the larger standard deduction could affect retirees, and what might happen if the current tax law expires at the end of 2025.

You’ll learn:
→Why the standard deduction matters more than ever for retirees
→How tax-free income could shrink by nearly $20,000
→The real cost of reverting to pre-2018 tax rules—over $100,000 in some cases
→How this affects IRA withdrawals, Social Security taxes, and Roth conversions

If you’re retired or retiring soon, this isn’t just policy—it’s personal. Subscribe to stay informed as the bill moves forward.

🔗 IMPORTANT LINKS 🔗

👍 Get confidence in your retirement with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now! https://carrolladvisory.co/youtube1

📢 Get the Ultimate Retirement & Social Security Cheat Sheet Bundle! https://www.carrolladvisory.com/pl/2148282517

🚀 Start your journey to a CONFIDENT retirement! Use my link to sign up for a free trial of Boldin (formerly NewRetirement) and get a free digital copy of my best-selling book, Social Security Basics. https://www.devincarroll.com/boldin

Disclaimers 👨🏻‍⚖️

📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.

⭐⚠️⭐Please read this⭐⚠️⭐

⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇

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#social_security #retirement #devin_carroll #retirement_planning #social_security_disability
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