Trump's Big Beautiful Bill & Strategic Planning in the Tax World - July 28, 2025 cover art

Trump's Big Beautiful Bill & Strategic Planning in the Tax World - July 28, 2025

Trump's Big Beautiful Bill & Strategic Planning in the Tax World - July 28, 2025

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 This week's Being Financially Peaceful with Rocco Kryns, president of Wisdom Financial Services, delves into the implications of the recently passed Big Beautiful Bill by President Trump, maintaining the 2017 Tax Cuts and Jobs Act. Kryns emphasizes the importance of strategic tax planning in retirement, explaining that the current low tax rates offer opportunities for financial planning, such as Roth conversions, to secure wealth and minimize tax liabilities in retirement. He also highlights the necessity of adapting to potential future changes in tax laws, ensuring flexibility, and preserving one's legacy.

To learn more about Rocco Kryns and the team, visit https://needwisdom.com/
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