Big changes are on the horizon, and they could affect your retirement income, taxes, and estate plan. In this video, JB Beckett with Beckett Financial Group and Erin Kennedy break down what’s in the new legislation (aka the “big beautiful bill”) and how retirees can prepare now to take advantage of the benefits or avoid potential pitfalls.
Investment Advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Beckett Financial Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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