Ep 246. The Latest Tax Legislations, with Alex Murray

David welcomes financial advisor, Alex Murray, to break down the latest proposed tax legislation and what it means for retirees. They discuss hidden "success taxes" like IRMMA penalties, major changes to itemized deductions and charitable contributions, and the potential impact of new tax brackets and retroactive rules. With over 80 amendments still in flux, this is a must-listen for anyone aiming to stay ahead with smart, tax-focused retirement planning.