Episode 89
How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Retire at New Heights with Johnnie Roberts
March 13, 202612m 20s
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Show Notes
In this episode, Johnnie explores tax law changes introduced in the “Big Beautiful Bill,” including additional deductions for retirees and adjustments impacting overtime, tips, and standard deductions. Shelly explains how these changes can reduce taxable income, potentially decrease Social Security taxation, and create opportunities for more flexible withdrawal strategies. The conversation also highlights how middle-income retirees may see the greatest benefits from these provisions.