Common Curiosities: Retirement

New Tax Laws You Should Actually Pay Attention To Post "The Big Beautiful Bill"


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There’s been a lot of noise around tax law updates lately. Some of these changes are worth a closer look! In this video, we break down what’s new after Public Law 119-21 (The "Big Beautiful Bill")

Topics:
•  Why the standard deduction is shifting (and what $31,500 means for many filers)
•  How child tax credits, overtime pay, and tips are being treated differently now
•  What to know about the 12% vs. 22% tax bracket—and how to strategize creeping into a higher one
•  A few overlooked deductions like SALT.

This is about understanding the rules so you can make more informed decisions. Whether you’re nearing retirement, or just trying to keep more of what you earn, this breakdown is designed to help you think strategically.


𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics!💬 

Questions or Want to Connect?

🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com

 📧 𝐄𝐦𝐚𝐢𝐥: [email protected] 

📬 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐮𝐬: ⁠⁠https://www.custerfinancialadvisors.c...⁠⁠


Disclosures:

Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial.This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Harborfront Financial Group will provide all prospective clients with a copy of our current Form ADV, Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV, Part 2A at adviserinfo.sec.gov. In addition, you can contact us to request a hardcopy.

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Common Curiosities: RetirementBy Michael Custer