Retirement Keystones and The Big Beautiful Bill
About this episode
Todd Rooker and guest Jim Bear discuss the impact of recent legislation on retirement and tax strategies.
What's changed since the passage of the current administration's centerpiece bill as far as retirement and taxes? Jim Bear, leader of J. Alan Financial , joins Todd to walk through the current thinking and strategies for a successful shot at a prosperous retirement. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
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