August 25, 2025

What the One Big Beautiful Bill Means for Retirees

Signed into law on July 4, the One Big Beautiful Bill Act includes a range of tax and estate planning changes that could significantly affect retirees. But with so much information circulating, how do you know what’s relevant to you? Whether you're drawing down retirement accounts, factoring in Social Security payments, or thinking about your legacy, it’s essential to understand what’s changing and what’s staying the same.

Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.

In this session, you’ll learn:

  • Which parts of the Tax Cuts and Jobs Act are staying, and which are going away.
  • How retirees may be able to benefit from certain deductions, including the new enhanced deduction for seniors.
  • What the bill could mean for other aspects of your plan, including charitable giving and estate planning.

Category

Tax Strategies

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.