Tax laws are changing — and the impact on your retirement savings, deductions, and long-term planning could be significant.

Join us as we break down two major pieces of legislation:

• SECURE 2.0 (2022)
• One Big Beautiful Bill Act (2025)

We’ll cover:

• The new additional 65+ deduction (2025–2028)
• The increase to the SALT deduction cap
• Roth-only catch-up contribution rules for higher earners (effective 2026)
• The “Super Catch-Up” opportunity for ages 60–63
• New flexibility to roll 529 funds into a Roth IRA

Understand what’s changing — and what it may mean for your financial strategy.