OBBBA Tax Changes Explained: EDU #2528

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 9 July 2025

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

Chris’s SummaryI am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social Security deductions, and ACA credit rollbacks affect planning opportunities for retirees, especially those near income phaseouts […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment, legal, or tax advice.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.4	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.7	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnier and Associates LLC, a registered investment advisor.
0:46.9	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:52.5	Join us as certified financial planner Jim Sonier, as well as Colorado State University finance instructor and certified financial planner
0:55.2	Chris Stein teach you about IRAs, borough in case, annuities, social security, pension plans,
1:01.9	and estate planning in a fun and enjoyable show. Whether you are listening live in Colorado
1:07.0	or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:12.1	they're available to help you plan for your retirement. Just visit their website at Jimhelps.com.
1:18.2	That's Jim H-E-L-P-S.com and click the Meet the Team button on the homepage. Now here's Jim
1:25.4	and Chris with today's show.
1:28.9	Well, hello and welcome to the Retirement and IRA show, EDU edition for this week.
1:34.2	Have a little different format slash setup for you today. Jim's not joining us today on this
1:41.5	EDU show. We're instead going to chat a little bit about the one big beautiful bill act, how some
1:50.1	provisions might affect those of you out in retirement land or approaching retirement, since
1:57.0	that's kind of what we talk about usually.
1:59.2	And for that conversation, we've got Paul with us today, who's been on the show several times in the past.
	...

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