What do a $6,000 deduction, Roth conversions, and estate tax exemptions have in common? They’re all part of the sweeping changes in the One Big Beautiful Bill reshaping retirement planning. In this episode of Your Retirement Journey, host Scott Schuett, Investment  Adviser Representative and owner of Cameron Wealth Group, unpacks how retirees can navigate new tax brackets, deductions, and legacy strategies. From SALT caps to the Secure Act’s 10-year rule, Scott breaks down what’s helpful, what’s temporary, and what to watch out for. If you’re planning for retirement, this episode offers a clear-eyed look at what’s changing—and what it could mean for your future.

 

Book an appointment for a complimentary retirement plan, complete with an exclusive layout of lifetime income options and a tax map to minimize your taxes. Go to CameronWealth.com or call 757-447-4492 and talk to Scott and the team.

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