Guides and Reports

The One Big Beautiful Bill Act

How It Affects People 55+

The "One Big Beautiful Bill Act" (OBBBA), signed into law on July 4, 2025, represents the most significant tax code restructuring since 2017. This comprehensive legislation creates exciting new opportunities for Americans aged 55 and older, offering enhanced tax benefits, increased estate planning flexibility, and permanent extensions of favorable tax provisions that provide long-term financial planning certainty.

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