Call us: 402.235.4500

OBBBA BITE-SIZE INSIGHTS:

Temporary Additional Senior Deduction Planning Impacts

The first episode explores the Temporary Senior Deduction, a new provision offering an additional $6,000 deduction for individuals age 65 and older, effective from 2025 through 2028.

But there’s a catch, this deduction phases out at specific AGI thresholds. That makes it critical to re-evaluate Roth conversion timing, withdrawal strategies, and Social Security claiming advice for clients approaching or within retirement.

Watch the episode to learn:

  • Who qualifies—and who doesn’t

  • How the deduction affects AGI-sensitive planning

  • Why the phase-out window matters more than ever

 

For Advisor Use Only - Not intended for the general public.  

 

OB3.1-InsightsFormHeader