Roth Rules, Retirement Income, and the One Big Beautiful Bill

In this packed episode of Understanding Money, the Noles Group team covers everything from market performance to major policy shifts, and what they all mean for your retirement plan.

Danny, Parker, Tyler, and Chandler break down July’s earnings season, rate decisions from the Fed, and the surprising strength of the markets. Then, the team dives deep into the sweeping changes introduced in the "One Big Beautiful Bill"—including updated Roth conversion rules, estate tax changes, charitable deduction updates, and the extended SALT cap. 

Plus, they explain why retirement income planning is more critical than ever, how Social Security's future could affect your strategy, and which U.S. cities retirees are fleeing fastest due to taxes and cost of living.

Schedule a no-cost, no-obligation consultation by calling (205) 602-5065 or visit TheNolesGroup.com.

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About the Podcast:
This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog!

Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment

Check out our website: thenolesgroup.com

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.