Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees

In Episode 4 of Retirement Tax Matters we explore the permanent extension of the higher standard deduction under the new "One Big Beautiful Bill Act" (OBBBA). We'll cover the new 2025 standard deduction amount for married couples ($31,500) and explain how the new law, while beneficial, adds layers of complexity with income-based phase-outs for deductions like the new Enhanced Senior Deduction. Learn why this new tax landscape makes end-of-year projections more critical than ever and how the now-permanent lower tax brackets create a longer "runway" for powerful, long-term Roth conversion strategies. | Disclosures

Show Notes

In Episode 4 of Retirement Tax Matters we explore the permanent extension of the higher standard deduction under the new "One Big Beautiful Bill Act" (OBBBA). We'll cover the new 2025 standard deduction amount for married couples ($31,500) and explain how the new law, while beneficial, adds layers of complexity with income-based phase-outs for deductions like the new Enhanced Senior Deduction. Learn why this new tax landscape makes end-of-year projections more critical than ever and how the now-permanent lower tax brackets create a longer "runway" for powerful, long-term Roth conversion strategies. | Disclosures

What is Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees?

An educational podcast from financial advisors Garrett Crawford, CFP® and Adam Reed, dedicated to helping retirees between $2M-$8M with tax-return driven financial planning. At this level of wealth an integrated strategy for your tax return, investments, and long-term goals is critical. We explore advanced topics like Roth conversions, RMDs, and charitable giving to help you ensure your family remains your biggest beneficiary.