How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
About this episode
Johnnie discusses tax law changes from the 'Big Beautiful Bill' with tax expert Shelly Cioppa, focusing on benefits for retirees.
People in this episode
Host: Johnnie Roberts
Guest: Shelly Cioppa
Topics covered
- tax law changes
- retirement planning
- deductions for retirees
- Social Security taxation
- withdrawal strategies
- middle-income retirees
Keywords
- tax planning
- Big Beautiful Bill
- retirees
- deductions
- Social Security
- withdrawal strategies
- middle-income
Mentioned in this episode
Organizations: Sharp Edge Tax Solutions
Books & works: Big Beautiful Bill
More episodes of Retire at New Heights with Johnnie Roberts
- How do Taxes Affect Estate Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- Is a Roth Conversion the Right thing to do? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- How much can I put into a Roth or 401K? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
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