As 2025 races to a close, year-end tax planning takes center stage, especially with the
sweeping changes from the One Big Beautiful Bill Act. In this episode of Something
More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at
Wealth Enhancement to unpack what these changes mean for you. From strategic IRA
withdrawals and managing Required Minimum Distributions (RMDs) to leveraging
qualified charitable distributions, we explore how seniors and service industry workers
can benefit from new deductions and credits. Plus, we dive into the expanded SALT
deduction, temporary tax breaks, and why "taxes are on sale" right now. Whether you're
planning for retirement or simply want to maximize your refund, these insights can help
you make informed decisions before the year ends. Tune in and learn how to turn tax law
changes into financial opportunities.
#YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips
#WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters
#SomethingMorePodcast
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team