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Washington's New Tax Rules Could Be
Costing You THOUSANDS in Retirement

The One Big Beautiful Bill is redefining how Americans plan for retirement. Taking action now could mean the difference between keeping what’s yours — or sending it back to the IRS.

Download The One Big Beautiful Bill & Your Retirement guide, and discover impactful ways to protect your future.

INSIDE THE GUIDE

The One Big Beautiful Bill & Your Retirement

Understand the biggest policy shift in decades — and how to use it to protect your retirement income.

The One Big Beautiful Bill (OBBB) is rewriting the tax code for retirees. This guide breaks down what’s changing and shows how Veterans can make the most of the new Senior Deduction window before it disappears in 2029.

Kingsview Guide Mockups (21)
You'll Learn:
  • How the new $6,000 Senior Deduction ($12,000 for couples) could reduce or even eliminate your tax on Social Security.

  • Planning moves through 2028 to minimize your future tax bill — including Roth conversions, withdrawal sequencing, and charitable strategies.

  • Estate and gift tax changes that could save your heirs millions — if you act before the deadline.
  • New SALT deduction limits that could make itemizing worthwhile again in high-tax states.
  • Healthcare watch-outs for Medicare and Medicaid — and how PAYGO cuts could affect access.
  • State-by-state estate tax pitfalls that catch retirees by surprise.
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Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.