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SUMMARY:WEBINAR | Instant Insight: OBBBA & The Senior Deduction | 8/25/2025
DESCRIPTION:President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan? \nJoin us for Instant Insight: OBBBA & The Senior Deduction a brief\, insightful interactive update where we’ll discuss: \n\n\n\n\n\n\nHow to leverage this meaningful but temporary tax deduction\nUnderstand Income-based Phaseout Limits – How to Navigate\nStrategize Social Security Timing in light of this change
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-the-senior-deduction-8-25-2025/
LOCATION:WI
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SUMMARY:BROOKFIELD | What The One Big Beautiful Bill Means For Your Taxes & Retirement | 8/25/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive presentation where we’ll discuss how the new law may: \n\nChange tax and your tax plan\nImpact financial planning\nProvide opportunities for your future
URL:https://events.annexwealth.com/event/brookfield-what-the-one-big-beautiful-bill-means-for-your-taxes-retirement-8-25-2025/
LOCATION:WI
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