Webinar Highlights - Senior Bonus Deduction

What’s the “senior bonus” deduction and why are retirees talking about it? 🧐

This special deduction in the One Big Beautiful Bill could offer meaningful tax benefits for seniors. Understanding how it works, how Social Security benefits fit into the calculation, and how your tax bracket impacts the value is essential before you make decisions.

In this clip from our recent webinar, our Senior Wealth Managers explain how the deduction is calculated, the potential impact on your tax liability, and why it’s still important to work through the numbers with your wealth manager and CPA.

Watch the full webinar to learn more about the Senior Deduction and how it could impact your retirement plannin