Expert breaks down the 2025 tax changes retirees should know

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Retirees face a dramatically altered tax landscape in 2025 following the passage of the One Big Beautiful Bill Act (OBBBA), with changes affecting everything from state and local tax deductions to Roth conversion strategies and estate planning. Tax expert Bob Keebler, a partner with Keebler and Associates, warned that while some changes offer significant opportunities, others create pitfall ...