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Kiplinger
Kiplinger
Business
Jason “JB” Beckett

The Biggest Tax Opportunities for Retirees Under the OBBBA — and How to Make the Most of Them

OBBBA BWA Social Security
Grandfather giving granddaughter a piggyback.

Since becoming law, the One Big Beautiful Bill Act (OBBBA) has been generating headlines. While much of the conversation revolves around politics, the legislation created new opportunities for retirees to become more strategic with how and when they recognize income.

Significant opportunities for retirees

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