A new senior tax deduction sounds simple—until you look at who actually qualifies. In this episode of The Retirement Key, Abe Abich breaks down a new 2026 tax break tied to the One Big Beautiful Bill Act and why income levels, timing, and long‑term strategy matter more than the headline. The discussion looks beyond this year’s filing and into how deductions, Roth conversions, and planning windows shape retirement taxes over decades. Abe also tackles the long‑held belief that taxes automatically drop in retirement—and why many families are discovering the opposite.

 

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