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The New Over 65 Tax Break Explained

The New Over 65 Tax Break Explained

The Retirement Solution · Jon Hicks

January 27, 202613m 28s

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Show Notes

A new tax deduction for Americans over 65 is getting attention—but the real impact depends on how retirement income is structured. Jon Hicks explains how the latest changes to the tax code interact with Social Security, IRAs, and other income sources. The conversation expands into why taxes often become more complex in retirement and how thoughtful planning can shape long-term outcomes.

 

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Topics

retirement taxestax planningsenior deductionsSocial Security taxationretirement incomefinancial strategytax efficiency