Sign up to save your podcasts
Or
Share Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable Care Act subsidies and highlights the importance of proactive tax planning to navigate these complexities.
Takeaways
Chapters
00:00 State and Local Tax Deductions: Changes and Challenges
03:59 Roth Conversions and Tax Brackets
05:45 Below-the-Line Deductions and Itemization
06:42 Charitable Donations and Tax Changes
12:21 Mortgage Insurance Premiums and Deductions
15:20 Gambling Losses and Tax Implications
25:40 Social Security Benefits and Taxation
30:59 Affordable Care Act Subsidies and Changes
Links
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
View all episodes
By Wade Pfau & Alex Murguia
3.9
161161 ratings
The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable Care Act subsidies and highlights the importance of proactive tax planning to navigate these complexities.
Takeaways
Chapters
00:00 State and Local Tax Deductions: Changes and Challenges
03:59 Roth Conversions and Tax Brackets
05:45 Below-the-Line Deductions and Itemization
06:42 Charitable Donations and Tax Changes
12:21 Mortgage Insurance Premiums and Deductions
15:20 Gambling Losses and Tax Implications
25:40 Social Security Benefits and Taxation
30:59 Affordable Care Act Subsidies and Changes
Links
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
More shows like Retire With Style
View all
Sound Retirement Radio
453 Listeners
Your Money, Your Wealth
808 Listeners
Retirement Answer Man
1,313 Listeners
Retirement Starts Today
522 Listeners
The Retirement and IRA Show
753 Listeners
Big Picture Retirement®
542 Listeners
Stay Wealthy Retirement Podcast
671 Listeners
The Boldin Your Money Podcast
199 Listeners
Bogleheads On Investing Podcast
594 Listeners
The Long View
908 Listeners
Ready For Retirement
809 Listeners
The Rob Berger Show
192 Listeners
The Long Term Investor
149 Listeners
Retirement Planning Education, with Andy Panko
866 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
145 Listeners