The “Big Beautiful Bill” just made many tax cuts permanent, but the one that most are not familiar with can defer and potentially ELIMINATE capital gains taxes on stocks, businesses, properties, and more.
Learn more about how 88% of retirees will no longer have to pay taxes on Social Security, new tax benefits for business owners, no tax on overtime, no tax on tips, investment implications from the bill, and much more. Plus, find out how cuts to Medicaid and student loans could impact you or your family.
Please keep in mind that although we want to make sure our country focuses on being fiscally responsible and we want to point back to things from a Biblical Perspective, we are not a political channel and work hard not to take sides on issues.
The Mustard Seed facilitates financial freedom through faith-based financial principles and consulting through affiliated wealth advisors. For more and to subscribe for FREE to our newsletter, go to Mustard Seed Newsletter –for insights on financial / retirement planning, market trends and investment strategies. Sign up now – https://franklin-wealth.com/mustard-s…
00:00 – Intro / Big Beautiful Bill
01:59 – Tax Cuts Extended for How Long?
02:23 – Impacts on Itemization & Roth Conversions
03:14 – Medicaid Cuts
03:52 – Student Loan Caps
04:11 – Maximizing Benefits until 2028
04:52 – SALT Deduction / Estate Tax
05:32 – Opportunity Zones
07:12 – SUPER Opportunity Zones / QROF
08:06 – Everything in 1 Chart – OLD vs NEW
08:20 – Bonus Deduction For Seniors
08:36 – Child Tax Credit Increase
08:43 – TRSA – Trump Retirement Account
09:05 – No Tax on Tips and Overtime Pay
09:19 – Auto Loan Interest Deduction
10:08 – Charitable Deductions & QCDs
10:56 – Business Owner Tax Benefits
11:30 – Entertainment Deductions
11:56 – Tax Filing Requirements
12:45 – Debt Doomsday Controversy
13:11 – 3 Ways America Can Pay Down Debt
14:08 – When to Buy Gold, Real Estate, Bitcoin
14:44 – Other Sectors to Benefit
15:20 – Positioning Portfolios For Inflation
15:57 – Outro
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The first question to ask any financial adviser is, “Are you a fiduciary to me 100% of the time”. Get the answer in writing. Please note that some people call themselves “fee-based”. This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time. Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.
THESE VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer) 🚨 This information is only provided as an informational resource and should not be viewed as investment advice or recommendations. The decisions on how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice as you make this decision. Ideally, from a financial adviser, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may NOT be suitable for all investors. This information is NOT intended to, and should NOT, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
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