How the New Tax Law Could Impact Your Retirement


On our last morning together, I snapped this picture as we walked home from breakfast before my daughter and granddaughter headed back home.

I’m pretty sure this isn’t how a stroller is supposed to work 😆 … but the laughter made it worth it. Fortunately, they’ll be back next month for my wife’s birthday — and I can’t wait.


From Family Time to Future Planning

💬 From Episode 65:

“Our advantage over Uncle Sam is that we can look many years in advance. All Uncle Sam cares about is this year.” – Eric Blake

This week on The Simply Retirement Podcast, I break down the biggest tax law changes from the new One Big Beautiful Bill Act — and why looking years ahead can be your greatest advantage in retirement planning.

Here’s what you’ll learn:

  • 📌 The new $6,000 bonus deduction for those age 65+ (and how it stacks with standard or itemized deductions)
  • ⏳ Why it expires in 2028 and how to plan ahead
  • 🌐 Changes to the SALT cap that could help high-tax-state residents
  • 💡 Opportunities in Social Security timing, Roth conversions, and charitable giving
  • 🕊️ Widow tax planning and long-term income strategies to reduce lifetime tax liability

🎧 Listen here: Episode 65 – What the 2025 Tax Law Means for Your Retirement

▶️ Watch on YouTube


Extra Credit: 10-Minute Bonus Video

I recently joined Dana Zellers, Executive & Leadership Coach, on Water Cooler Wisdom to share how women juggling demanding careers and families can take control of their financial plan now to reduce future stress and burnout.
📺 Watch here – quick, actionable insights you can apply today


Webinar Alert: What the New 2025 Tax Law Means for Your Retirement Plan

📅 Tuesday, August 26, 2025 | 6:30 PM CT | Online


✅ What’s changing — and what’s not
✅ Using the new $6,000 deduction for 65+
✅ How to prepare before key provisions expire in 2028
✅ Steps to take now with your advisor or CPA

Learn More and Register here — space is limited.


Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

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The Simply Retirement Newsletter

Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.

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