Скачать или смотреть What the “One Big Beautiful Bill” Means for Your Financial Strategy

In this webinar, James Conole, Head of Planning Paul Layton, and High Net Worth Advisor Chelsea Johns take a clear-eyed look at the Big Beautiful Bill—explaining how its changes could affect you and where smart planning comes in.

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⏱Timestamps:⏱
00:00 - What We'll Cover & Disclaimer
01:45 - How Does This Fit with Root's Process?
03:15 - Impactful Changes with Paul
04:17 - Tax Brackets
07:20 - Standard & Senior Deductions
11:13 - 2026 Comparisons
12:30 - Itemized Deduction Change
18:43 - Noteworthy Updates: No Tax
23:25 - Trump Accounts
26:10 - Tax Torpedo
28:38 - Early Retirement Healthcare
30:17 - Key Takeaways with Paul
31:35 - Changes Affecting Business Planning with Chelsea John
38:40 - Addressing Your Questions with Paul & Chelsea
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Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.