Скачать или смотреть Retirement & Long-Term Care Changes in the OBBBA | One Big Beautiful Bill Act 2025

Maximize Retirement & Long-Term Care Benefits with the One Big Beautiful Bill Act (OBBBA)

In this video, Randy Hux discusses the key provisions of the One Big Beautiful Bill Act (OBBBA) that impact retirement planning and long-term care.

Key points covered include a new above-the-line deduction for seniors to help with long-term care costs (2025-2028), increased contribution limits for Dependent Care Assistance Programs, expanded flexibility for 529 plans, new 'Trump Accounts' for minors with a $500 government contribution, and permanent expansion of ABLE account contributions. Randy emphasizes the importance of understanding these updates to make the most of the new opportunities provided by the OBBBA.

00:00 Introduction to the OBBA
00:15 New Provisions for Seniors and Caregivers
00:45 Dependent Care Assistance Program Enhancements
01:01 529 Plan Flexibility and Lifetime Limits
01:17 Trump Accounts for Minors
01:36 ABLE Account Contribution Limits
01:45 Conclusion and Planning Opportunities

Some changes are temporary, while others are here to stay. Each one creates a new opportunity to strengthen your retirement, caregiving, and family wealth strategies.

👉 Stay tuned for the rest of our OBBBA series, where we’ll cover estate planning, charitable giving, and business tax changes.

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⚠️ Disclaimer: This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.