The One Big Beautiful Bill Act (OBBBA) is a major piece of legislation that brings many changes to multiple areas of personal finance. From tax deductions and credits to plans for student loans, these laws affect a wide range of considerations. With an abundance of adjustments coming, it can be easy to lose track of the rules currently in place, and how they will soon change.
We’re sharing a comparison guide that outlines certain laws pre-OBBBA and how they will be affected by the new legislation to help better visualize what these changes mean and how they could affect your overall plan.
The guide covers:
- Expansions to existing tax deductions and credits
- Adjusted rules across multiple tax planning areas
- Changes to IDR plans for federal student loans
- Adjustments to estate & gift tax exemptions, and more
Understanding these new laws and how they’re different can help you make more informed, effective decisions when planning for your goals.
If you have any questions or would like to discuss your specific situation, we’re here to help.
___________________________________________________________________________________
Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. This is a publication of Tobias Financial Advisors. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only. This is not a legal advice, and an attorney should be consulted before implementing any of the options presented. Information contained in this publication is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. This is a representation of a general case scenario, however individual client timeline and experience may vary due to one’s unique circumstances.