A new tax break for Americans over 65 could quietly reshape how retirement income is taxed. Charleston’s Retirement Coach Brandon Bowen breaks down the new senior deduction under the One Big Beautiful Bill Act and explains how it fits into real-life retirement strategies. Using client examples, Brandon explores how standard deductions, Roth conversions, and tax timing interact over decades, not just one year. This episode focuses on understanding the rules, recognizing tradeoffs, and thinking through retirement income with a long-term lens.

 

Like what you hear? Get a second opinion today: bowenwealth.com

 

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.