LIVE - Wednesday, March 11th, 2026, at 12:00PM EST | COMPLIMENTARY

❋

The One Big Beautiful Bill 

What It Means for Late Baby Boomers and Retirees 

Register

What We’ll Cover

Congress signed the “One Big Beautiful Bill Act,” into law on July 4, 2025. 

It has created one of the lowest tax environments in recent history. 

But the question is: Will it last? 

If you are within 15 years of retirement or already retired and you have significant assets in 401(k)s, IRAs, or other tax-deferred accounts, this webinar was created specifically for you.

❋ The Current Tax Environment

We review the 2025 “One Big Beautiful Bill Act” and what it means for retirees, including:

  • The temporary 65+ tax deduction 
  • The permanent extension of current lower tax brackets 
  • The estate tax exemption extension 
  • Why “permanent” in Washington doesn’t mean forever 
  • How today’s lower tax rates may represent a limited planning window 

❋ How Taxes Can Change Without Changing Brackets

We explore real examples of policy shifts that affected retirees: 

  • The SECURE Act and inherited IRA distribution rules 
  • Changes to Social Security taxation 
  • Medicare IRMAA (Income-Related Monthly Adjustment Amount) surcharges and how they impact high-income retirees 

❋ The Long-Term Fiscal Outlook 

Using publicly available government data, we examine: 

  • Federal revenue vs. spending trends 
  • The growing annual deficit 
  • Rising national debt 
  • The projected growth of Medicare and Social Security obligations 

Why You Should Attend

1.

Retirement planning is not just about investment performance.

It’s also about coordinating income, taxes, and healthcare costs efficiently. 

2.

You may not care how large your IRA distribution is.

You care how much is deposited into your bank account. 

3.

The difference is taxes.

These include income taxes, Medicare surcharges, and policy-driven adjustments. 

Guest Speaker

About Our Speaker, National Policy Expert Becky Swansburg

Becky served in the White House and on Capitol Hill and specializes in translating complex legislative risk into practical retirement implications. 

Her message is simple: 

“There are two systems of taxation in this country — one for the informed and one for the uninformed.” 

This webinar helps you move into the informed category. 

Register Today & Add to Your Calendar

This is a complimentary educational webinar for individuals and couples within 15 years of retirement who want to better understand how legislative and tax changes may impact their long-term income. Click the button to sign up. 
 
Can’t attend? We’ll send you a copy after the event. 

LIVE - Wednesday, March 11th, 2026, at 12:00PM EST | COMPLIMENTARY

Register