You’ve likely heard talk about the One Big Beautiful Bill Act of 2025—a sweeping piece of legislation signed into law this July. While the headlines have captured broad themes, the real implications come down to the details. From new deductions for seniors, families, and workers to an increased estate tax exclusion, this law brings meaningful shifts that could affect your financial life. At Rather & Kittrell, our role is to help you navigate these changes with clarity and confidence. Here’s what you need to know:
| With such an extensive list of changes, the passage of this new piece of legislation means that you or someone close to you is going to be impacted.
There are still some details to be finalized regarding how the Trump accounts will work, but as soon as we have the specifics, we will let you know.
Please don’t hesitate to contact us with any questions. We are here to help.
For more information, please go to Rather & Kittrell. |
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| Seek Professional Guidance: Many of the provisions of the One Big Beautiful Bill Act involve complex areas of federal and state law. To receive maximum benefit from this new legislation, the advice and guidance of trained, experienced tax and legal professionals is highly recommended
If you are a current RK wealth management client and have any changes in your financial situation or investment objectives, which may impact how we manage your account, please notify us in writing immediately. If you’d like to place reasonable restrictions on how we manage your account, please notify us in writing immediately. |
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