Episode 02: What One Big Beautiful Bill Changed — And What It Didn't
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Episode 02: What One Big Beautiful Bill Changed — And What It Didn't
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About this listen
Explore how the One Big Beautiful Bill Act reshapes estate and tax planning. Learn what's new, such as clarity on estate tax exemptions, and what remained in place, including retirement contribution limits and RMD rules. Mike McGlothlin and Tim Ash share insights on wealth planning, income tax implications for inherited accounts and techniques like annuity arbitrage that could improve outcomes.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.