Financial Essentials

Upcoming Events

Upcoming Seminars

Come to our free educational classes. Feel free to bring a friend.

The Big Beautiful Bill & Taxes in Retirement

Taxes and the Big Beautiful Bill & Taxes and Retirement

Wednesday, November 19th at 6:30 PM

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

On July 4th, the “One Big Beautiful Bill Act” became law, enacting sweeping legislation that makes changes to everything from the debt ceiling to Medicaid to immigration to taxes. We'll help you understand the Big Beautiful Bill and how it may affect your finances. This seminar provides an essential overview of how taxes can impact your income during retirement. Participants will learn about the taxation of Social Security benefits, required minimum distributions (RMDs), pensions, and other retirement income sources. The session will also cover tax-efficient withdrawal strategies and potential ways to reduce tax burdens through planning. Designed for retirees and those approaching retirement, this seminar helps attendees understand and prepare for the tax implications of their retirement income.