What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this sweeping tax legislation has stirred conversations across the country, but today we're zeroing in on how it impacts federal employees with significant investable assets. While business owners and high-income earners also feel the effects, our focus is on helping you understand what this bill means for your retirement planning, your tax strategy, and your financial future.

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Resources Mentioned:

• Stephen Kimberlin: LinkedIn
• Forvis Mazars
• Mason & Associates: LinkedIn
• Tommy Blackburn: LinkedIn
• John Mason: LinkedIn