OBBBA Tax Changes Explained: EDU #2528 Podcast By  cover art

OBBBA Tax Changes Explained: EDU #2528

OBBBA Tax Changes Explained: EDU #2528

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Chris’s SummaryI am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social Security deductions, and ACA credit rollbacks affect planning opportunities for retirees, especially those near income phaseouts […]

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