The One Big Beautiful Bill is Law - Are Your Clients Leveraging the Changes?
The One Big Beautiful Bill includes important tax changes that can impact your clients - and their retirement.
This memo, authored by Stonewood CEO and former Capitol Hill insider Becky Swansburg, provides insights into the near-term tax impact of the legislation - and the long-term tax outlook of our nation.
Learn how to help your clients leverage the bill to better prepare for retirement.