On July 4th, President Trump signed into law the reconciliation bill, commonly referred to as the One Big Beautiful Bill.
The Bill will drive a significant amount of my content creation this summer.
On my YouTube channel, I will devote my Saturday videos to discussions of how the One Big Beautiful Bill impacts financial planning and retirement planning. Already I did a video stating that the One Big Beautiful Bill ought to have us questioning our thinking about the future, and a video about how One Big Beautiful Bill changes the tax planning landscape for charitable giving.
Separately, I am working with Cody Garrett, CFP(R), to put the finishing touches on our forthcoming book, Tax Planning To and Through Early Retirement, which we anticipate publishing later this year. The book will devote significant space to how the new law changes retirement planning.
To find out when we are publishing the book, please sign up for an email alert here.
Two One Big Beautiful Bill resources:
The bill text: https://www.congress.gov/bill/119th-congress/house-bill/1/text
Jeff Levine’s X thread on the bill: https://x.com/CPAPlanner/status/1940856699872858202
Follow me on YouTube: SeanMullaneyVideos
This post is for entertainment and educational purposes only. It does not constitute accounting, financial, investment, legal, or tax advice. Please consult with your advisor(s) regarding your personal accounting, financial, investment, legal, and tax matters. Please also refer to the Disclaimer & Warning section found here.
Sean… Just a video idea…
This video is awesome:
https://www.youtube.com/watch?v=EyPb6UfqN4c
Could you do one for single retirees? I plan to make my own spreadsheet but wouldn’t mind your valuable perspectives.