SML Planning Minute

One Big Beautiful Bill and What It Means to You


Listen Later

One Big Beautiful Bill and What It Means to You

Episode 344 – The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. We’ll review and summarize some of the key aspects of the OBBB as it pertains to extended TCJA provisions impacting individuals, families and businesses.

More SML Planning Minute Podcast Episodes
Transcript of Podcast Episode 344
Download The Transcript/Flyer
More SML Planning Minute Podcast Episodes

This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. 

The information presented is designed to provide general information regarding the subject matter covered. It is not to serve at legal, tax or other financial advice related to individual situations, because each person’s legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation.

To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you’ve enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and X (formally Twitter). Thanks for listening, and we’ll talk to you next time.

Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice.

The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not appropriate for all situations. Each person’s needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state. 

Search
Search for:
Company News Categories
  • COVID-19 (coronavirus) Information
  • All News & Articles
  • SML Planning Minute Podcast
  • Estate Planning
  • Personal Planning
  • Retirement Planning
  • Social Security Planning
  • Asset Protection
  • Business Planning
  • Chronic Illness
  • College Planning
  • Key Person Protection
  • ...more
    View all episodesView all episodes
    Download on the App Store

    SML Planning MinuteBy Security Mutual Life Advanced Markets Team

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    19 ratings


    More shows like SML Planning Minute

    View all
    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,194 Listeners

    Money Girl by QuickAndDirtyTips.com

    Money Girl

    1,847 Listeners

    Nutrition Diva by QuickAndDirtyTips.com, Monica Reinagel

    Nutrition Diva

    1,720 Listeners

    Get-Fit Guy by QuickAndDirtyTips.com

    Get-Fit Guy

    678 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,926 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,289 Listeners

    NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

    NerdWallet's Smart Money Podcast

    734 Listeners

    Not Your Average Financial Podcast™ by Not Your Average Financial Podcast™

    Not Your Average Financial Podcast™

    122 Listeners

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    393 Listeners

    The Long View by Morningstar

    The Long View

    883 Listeners

    The Deduction by Tax Foundation

    The Deduction

    40 Listeners

    The Long Term Investor by Peter Lazaroff

    The Long Term Investor

    133 Listeners

    The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

    The Great Retirement Debate with Ed Slott & Jeffrey Levine

    140 Listeners

    Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers by Dalene Higgins - Money Coach, Retirement Coach, CEO

    Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

    28 Listeners

    On Investing by Charles Schwab

    On Investing

    290 Listeners