A sweeping new financial law dubbed the “One Big Beautiful Bill” is changing the rules for retirees and those nearing retirement. 

From tax deductions on Social Security to estate planning thresholds, Roth account changes, healthcare cost shifts, and updates to 529 plans, the legislation is reshaping the financial landscape.

In this episode, Jim Kruzan, CFP®, CRPC®, breaks down the details and explores how these changes may impact your retirement strategy. You’ll learn what’s staying the same, what’s phasing out and when, and how to plan smarter during this transition period.

Here’s what to expect:

• The new “senior deduction” and who qualifies
• How Roth account rules and RMDs may evolve
• Estate and gift tax updates for high-net-worth families
• Changes to healthcare and 529 plan planning
• And more!

Connect with Jim Kruzan: 

• (800) 638-6900
• Kaydan Wealth Management
• LinkedIn: Jim Kruzan
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