Key Provisions of the One Big Beautiful Bill Act (OBBBA) for Retirees

Published August 25, 2025.

If you have questions about how these changes might affect your plan, reach out for a customized review of how the new tax law may shape your financial future.

Jeff Levine is Focus Partners Chief Planning Officer for Focus Partners.

This article is for informational purposes only. The content does not purport to present a complete picture of the new tax and spending legislation, but Beacon Hill Private Wealth believes the information is representative of some issues and changes relevant to our clients. This should not be construed as specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice.

This represents the opinions of Beacon Hill, may contain forward-looking statements, and presents information that may change due to market conditions or other factors. Nothing contained in this presentation may be relied upon as a guarantee, promise, assurance, or representation as to the future. Investing involves risk, including, but not limited to, loss of principal. All tax laws and regulations discussed are subject to change. This is prepared using third party sources considered to be reliable; however, accuracy or completeness cannot be guaranteed. The information provided will not be updated any time after the date of publication. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. ©2025 Focus Partners Advisor Solutions, LLC. All rights reserved. RO-25-4647413