Download OBBBA Tax Deduction Primer

Help Your Clients Understand the New Tax Deduction for Americans Age 65+

The One Big Beautiful Bill Act included important tax changes that can impact your clients. One of the most misunderstood provisions? A new deduction intended to offset the cost of Social Security taxes.

In this memo, Stonewood CEO and former Capitol Hill insider Becky Swansburg provides insights into the new tax deduction for seniors—and how to help your clients understand and leverage it.


Stonewood Financial develops powerful tax tools for practice growth—from seminars and lead gen to client software and training. Learn more about our newest Tax & IRMAA software below: