The newly passed One Big Beautiful Bill brings major tax changes that directly affect retirees and those nearing retirement. This class explains the new rules for deductions, tax brackets, SALT limits, estate taxes, and senior-specific benefits in clear, everyday language. You’ll learn how the legislation impacts retirement income, Social Security timing, tax-efficient withdrawals, and long-term planning opportunities. Whether you’re already retired or preparing for the transition, you’ll discover practical strategies to reduce taxes, avoid pitfalls, and make better financial decisions under the new law.

What You Will Learn

• How the new tax bill changes deductions, brackets, and SALT rules

• The new senior deduction and how retirees may benefit

• Key provisions set to expire in 2028–2029

• Updates to estate tax exemptions and AMT relief

• How the new rules affect retirement withdrawals and Social Security

• Tax-efficient planning strategies to help you keep more of what you've saved