How to Take Advantage of the New $1,700 Federal SGO Tax Credit
Understanding the 2027 Scholarship Granting Organization tax credit created from the One Big Beautiful Bill.
How the SALT Deduction Cap Works If You Make Over $500,000 (2025 Tax Update)
Explaining the State and Local Tax (SALT) tax torpedo that has emerged from the Big Beautiful Bill.
New 2025 Senior Tax Deduction: How Retirees Can Save Thousands on Taxes
Understanding the senior bonus tax deduction that begins under President Trump’s “One, Big, Beautiful Bill” beginning on 2025 federal returns.…
Trump’s One Big Beautiful Bill: What It Really Means for Your Retirement
Jeremy Keil explores the incoming changes resulting from the “One, Big, Beautiful Bill” and how they might impact your retirement.
Health Savings Account (HSA) Tax Breaks Incoming?
Exploring “The One, Big, Beautiful Bill” and its proposed changes to HSAs.
The Ultimate Guide to Health Savings Accounts (HSAs)
Learn how to get the most from your HSA and avoid common HSA mistakes.
2024 HSA Limits are $4150 self-only and $8300 family coverage.
2025 HSA Limits are $4300 self-only and $8550 family coverage.
How Much Can I Give My Kids Before Paying IRS Gift Tax?
Learn how give money to your kids and avoid taxes from the IRS in 2024 and 2025.
How to Stretch Your Money Until You’re 100
Breaking down the 4 steps of the “live to 100” strategy as life expectancy increases and conventional retirement wisdom struggles…
Listener Q&A: Social Security, RMDs & Annuities
We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! Tune in to learn about Social Security, required minimum distributions, and annuities.
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Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.
Listen in as Jeremy Keil, CFP®, CFA® and his guests guide you towards making smarter retirement, investment, and tax planning decisions