I Love Annuities

The Big Beautiful Bill Explained: What Retirees Must Know


Listen Later

What does the Big Beautiful Bill mean for retirement planning, Social Security, annuities, and your future income strategy? In this episode of the I Love Annuities Podcast, Jeremiah Konger and Zachary Van Es (The Annuity Dudes) break down how this sweeping legislation impacts retirees and pre-retirees.We cover the new senior tax deduction, potential Social Security tax relief, and what changes to Medicare and Medicaid could mean for your long-term health costs. Most importantly, we explore how to optimize your retirement income with annuities under the new law — protecting your essential living expenses while creating growth and peace of mind.Key topics include:✔️ What the Big Beautiful Bill actually does for seniors✔️ How Social Security taxation may change✔️ The risks of Medicaid & Medicare funding cuts✔️ Why annuities are more important than ever for guaranteed income✔️ Tax planning strategies, Roth conversions, and withdrawal sequencing✔️ The psychology of retirement in an uncertain policy environmentStay informed, stay prepared, and protect your retirement.👉 Schedule your free Annuity Discovery Meeting today: https://annuityassociation.chilipiper.com/concierge-router/link/annuity-association-1st-appointment-routing?utm_source=podcast

Request Free Annuity Report Here: https://annuityassociation.com/podcast-annuity-reportTimestamps:00:00 – Intro → Welcome, episode overview, why the Big Beautiful Bill matters for retirees.02:45 – What is the Big Beautiful Bill? → A plain-English breakdown of the legislation and its goals.07:30 – Key Retirement Changes → Senior deduction, Social Security tax relief, Medicaid/Medicare implications.18:00 – Fiscal Risks & Future Cuts → Deficits, Medicare/Medicaid funding pressure, what retirees should watch.22:15 – How Retirement Planning Changes → Annuity role, income sequencing, Roth opportunities, LTC planning.32:00 – Behavioral Impacts → Why perception of “tax relief” can cause mistakes (and how annuities help).35:00 – Case Study: Sarah & Tom → Real-world example of retirees recalibrating under the new law.39:00 – Key Takeaways → Checklist for listeners to act on today.41:00 – Call to Action / Outro → Discovery call invite, rating/review ask.

...more
View all episodesView all episodes
Download on the App Store

I Love AnnuitiesBy Jeremiah Konger

  • 3
  • 3
  • 3
  • 3
  • 3

3

2 ratings


More shows like I Love Annuities

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

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

Retirement Answer Man

1,318 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

519 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

746 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

578 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

804 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

558 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

14 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

855 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

145 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners

Live Long and Well with Dr. Bobby by Dr. Bobby Dubois

Live Long and Well with Dr. Bobby

121 Listeners

Annuity Fundamentals | From Health to Wealth by Annuity Fundamentals

Annuity Fundamentals | From Health to Wealth

4 Listeners