Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
The One Big Beautiful Bill: What Retirees Need to Know (Part 2)
Unlocking Your Financial Future
13 minutes
1 month ago
The One Big Beautiful Bill: What Retirees Need to Know (Part 2)
The “One Big Beautiful Bill” may be a mouthful, but it brings major changes for retirees. In this follow-up episode, Ben and Kaitlin dive deeper into how the new tax law impacts retirement planning strategies. They discuss expanded standard deductions for those over 65, the long-term effects on required minimum distributions (RMDs), and how Roth conversions can help manage future taxes.
Here’s some of what we discuss in this episode:
📊 Updates to tax brackets and standard deductions
🕰️ Why today’s tax moves affect future RMDs
🔄 Roth conversion opportunities under OBBB
⚖️ Key considerations like SALT deductions and legislative changes
💡 Why a personalized plan is important for long-term retirement success
For more, visit us online: https://baschrock-fg.com/
Unlocking Your Financial Future
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
