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The One Big Beautiful Bill (5 Things Retirees Need to Know)

If you’re retired or planning to retire in the next decade, Congress just made decisions that directly affect you and your financial future.

On July 4th, 2025, lawmakers passed the “One Big Beautiful Bill Act”—an 870-page economic package that touches nearly every aspect of your financial life:

  • Income Taxes

  • Social Security

  • Medicare

  • Estate Planning

  • Small Business Taxes

  • And Much More!


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