1 rich Libsyn https://www.libsyn.com 90 600 In this episode, David Lukas breaks down the newly passed “Big Beautiful Bill,” a sweeping piece of tax legislation signed into law by President Trump. While headlines promise tax-free Social Security and permanent tax cuts, the truth is more nuanced. For retirees, especially those who’ve saved between $500K and $3 million, this bill creates a&amp;nbsp;four-year window of opportunity for serious tax planning. David dives into: What the bill actually changed, and what it didn’t How the standard deduction and senior bonus deduction could shield up to $46,700 from taxes Why Social Security is still taxable for most high savers Strategies like Roth conversions, donor-advised funds, and estate planning to protect your wealth How to avoid hidden tax traps like IRMA surcharges and the widow’s penalty If you're between ages 60–75, this episode is a must-listen. Learn how to use the Thrive Planning Framework to respond strategically, before the window closes. The David Lukas Show https://DLShowOnline.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37665540/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/191505780