What the New 2025 Tax Law Means for Your Retirement Plan

A brand-new tax law—The One Big Beautiful Bill—was just signed into law in July 2025. And while parts of it are permanent, others expire soon.

If you're retired or approaching retirement, this law could have a major impact on:

Your income tax brackets
Social Security taxation
Required Minimum Distributions (RMDs)
Roth conversion strategies
Medicare premiums (IRMAA surcharges)
Estate and legacy planning

✅ In This Webinar, You’ll Learn:

What’s changing—and what’s staying the same
How to use the new $6,000 deduction for seniors 65+
Why higher-income retirees could still pay more in taxes
How to prepare now before key provisions expire in 2028
Smart steps to take this year with your advisor or CPA

💬 Who Should Watch?

Whether you're retired or just a few years away, this briefing will help you stay ahead of the curve.

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