Resources & Insights

Navigate the complex world of finance with resources to help you stay informed and inspired.

Blogs & Articles

Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.

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Big Beautiful Bill: Top 3 Retirement Tax Changes Explained

The Big Beautiful Bill (BBB) passed on July 4th, bringing major changes that retirees and pre-retirees need to under-stand. In this episode, Jude breaks down the top 3 provisions most relevant to his clients and listeners: the permanent extension of marginal tax brackets, the increased standard deduction, and a new senior citizen deduction that could re-duce taxes on Social Security for millions of retirees.

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How To Use The Tax Bomb Calculator

Is your retirement account a ticking tax time bomb? In this episode, Jude gives a hands-on demo of his Tax Bomb Calculator- a powerful tool at thetaxbomb.com- that helps you estimate how much of your 401(k) or IRA could be lost to taxes.

THE PLAN WISE, RETIRE FREE PODCAST

with Jude Wilson, CWS®, MBA, BPC™

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