Uploaded February 2026 | Updated September 2026, 3 weeks ago
Most people assume tax changes won’t really affect their retirement plan, but sometimes a single new deduction can quietly create a meaningful planning opportunity. Today, I’m breaking down a brand-new senior tax deduction created by the “one big, beautiful bill” that applies to taxpayers age 65 and older in 2025 and 2026.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning #realestate
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
Most people assume tax changes won’t really affect their retirement plan, but sometimes a single new deduction can quietly create a meaningful planning opportunity. Today, I’m breaking down a brand-new senior tax deduction created by the “one big, beautiful bill” that applies to taxpayers age 65 and older in 2025 and 2026.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning #realestate
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
