In this episode Mark is joined by tax expert Sean Mullaney, CPA live from CampFI in Colorado Springs. They dive into the recent changes brought by the new tax legislation, the One Big Beautiful Bill Act (OBBBA), signed into law on July 4th. 

Key topics include permanent tax rates, increased standard deductions, higher child tax credit, new personal exemptions for seniors, potential future tax adjustments, and expanded eligibility for HSA contributions under ACA plans. 

They also discuss strategic tax planning for early retirees and Sean’s upcoming book on tax planning co-authored with Cody Garrett, CFP®.

Episode Links:

Mark’s Money Mind YouTube Channel

FI Tax Guy blog

Sean Mullaney YouTube channel

U.S. Code § 36B - Refundable credit for coverage under a qualified health plan

Tax Planning To and Through Early Retirement

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This show is for education and entertainment purposes only and should not be considered investment, tax, or legal advice. Please consult the appropriate advisor or advisors before implementing anything you hear on this show or any other show for that matter.

Mark, his guests, and the Mark’s Money Mind show do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.