WEBINAR ON DEMAND: The OBBA Tax Law Updates, January 2026

January 29, 2026

In this webinar we focused on the most important OBBA (“One Big Beautiful Bill Act”) tax changes affecting pre-retirees (age 50+) and retirees as we head into 2026 and beyond.

This legislation made several major tax provisions permanent and introduced additional changes that may impact your retirement income plan, Social Security taxation, and Medicare premiums.

Areas of discussion included:

• 2026 updates to Social Security and Medicare (COLA, earnings test, IRMAA)

• Individual tax rate changes made permanent, and what that means for 2026

• Standard deduction updates and the new senior deduction (age 65+, income-limited)

• SALT deduction cap changes and who may benefit

• Estate tax exemption updates and planning considerations

• Retirement tax planning opportunities, including Roth conversions and income timing

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