Brandy Maben, Director at WindRock Wealth Management, joins Maggie Lake to unpack what’s buried in the new 1,000+ page ’One Big Beautiful Bill’, and why even middle-class investors and small business owners should be alarmed.

From forced IRA distributions and new Roth IRA restrictions to the elimination of grantor trusts and a possible halving of the estate tax exemption, the proposals could cost Americans millions. Even Roth IRAs could face Required Minimum Distributions (RMDs) for the first time ever.

What you’ll learn:

Who is affected by the proposed tax hikes (hint: it’s not just the ultra-wealthy)
The retirement and estate tools that may soon disappear
What to know about inherited IRAs, Roth conversion limits, and trust changes
How to use Opportunity Zones to legally avoid capital gains taxes
Why timing is critical, and what to do before your options vanish

Volatility got you concerned? Get a free portfolio review with WindRock’s Brandy Maben at: https://bit.ly/4kWnoeK

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

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Website: https://www.wealthion.com

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Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #Taxes #RetirementPlanning #EstatePlanning #TaxReform #RothIRA #OpportunityZones #FinancialPlanning #TaxStrategy #CapitalGains #BudgetBill

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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Hidden Massive Tax Changes Coming In The One Big Beautiful Bill! 25:45 Share

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Hidden Massive Tax Changes Coming In The One Big Beautiful Bill!