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
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