In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners, and investors.

Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever.

📊 Here’s what we cover:

• 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out

• 👴 A new $12,000 deduction for retirees—what to know before you file

• 🏦 Estate tax exemption locked in at $15M per person—what it means for families

• 👶 Newborn “Trump Accounts”—seed money from the government, tax-deferred growth, and major flexibility

• 📈 Why the market is at all-time highs despite volatility, tariffs, and war chatter

• 📉 Should you rebalance now or keep buying into strength?

Plus: Travel tips, TSA pre-check wins, and a debate over Real IDs you didn’t know you needed.

👉 Feeling unsure how this new tax law affects your financial plan? Visit evermont.com to schedule your complimentary consultation.📲 Subscribe and leave a review—it helps more people find retirement advice that actually works.