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Kiplinger
Kiplinger
Business
Joe F. Schmitz Jr., CFP®, ChFC®

Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We've Had: 12 Things You Should Know

OBBB Donald Trump SEC
The number 12 displayed on a mosaic floor.

If you are like our clients whom we call Midwestern Millionaires — hardworking, frugal, diligent savers — the One Big Beautiful Bill (OBBB) is a hot topic right now.

While OBBB might seem like just another piece of legislation, it does create some beneficial opportunities for smart retirement planning decisions.

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