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THE ROTH GUY

with Jude Wilson, MBA, CWS®, BPC™

 

LET’S MAKE YOUR FINANCIAL STORY A HEROIC ONE.

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Retirees shouldn’t stress over X’s and O’s. That’s what your advisor is for. When the strategy is in place, you get to focus on the “ooohs and aahhhs”- like travel, family, and freedom. #retirementplanning #financialadvisor #retiredlife _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
You handle the fun, we handle the plan ✈️
The TCJA was set to expire in 2025, but the current administration made those brackets “permanent” (kind of). Tax laws can still change with the next administration, so this could be your window for smart Roth conversions. #rothconversion #taxplanning #retirementstrategy _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
Time’s ticking on Roth conversions ⏳
⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min 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. These updates offer new opportunities for Roth conversions, long-term tax planning, and smarter retirement income strategies- if you know how to use them. Here’s some of what we discuss in this episode: 📉 Marginal tax brackets extended, but not forever 🧠 Planning windows and why every tax law is written in pencil 🧾 Higher standard deduction simplifies filing for most 💬 Why “tax-free Social Security” didn’t make it into law 💰 New senior deduction may reduce taxes on Social Security income 0:00 – Intro 1:12 – #1: Extended Marginal Tax Brackets 3:00 – #2: Standard Deduction 4:20 – #3: Senior Citizen Deduction 7:15 – Claiming Strategies 8:24 – Bonus: Other Bill Updates #bigbeautifulbill #retirementplanning #taxupdates _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
Big Beautiful Bill: Top 3 Retirement Tax Changes Explained
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Meet Your Guide

 

Just like any great superhero movie, your financial journey has its challenges- taxes, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. CWS®, MBA, Jude Wilson has over 25 years of experience in retirement planning and has successfully guided individuals across multiple generations to achieving their desired retirement lifestyle. Jude is highly skilled in tax reduction strategies and specializes in creating effective retirement plans tailored to each client’s unique needs and aspirations.

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