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What's the Tax Impact to You From the One Big Beautiful Bill Act? Thumbnail

What's the Tax Impact to You From the One Big Beautiful Bill Act?

The One Big Beautiful Bill Act (OBBBA) makes many favorable tax provisions from the Tax Cuts and Jobs Act permanent, including lower tax rates, higher standard deductions, and expanded credits. It introduces key changes like increased SALT deduction caps, enhanced child and dependent care credits, and new deductions for car loan interest and seniors. Understanding these updates is essential for effective multi-year tax planning to optimize your financial decisions under the new law.

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Bucket Portfolios – They Just Feel Right Thumbnail

Bucket Portfolios – They Just Feel Right

Bucket portfolios are designed to provide spending resources during investors’ decumulation periods, usually in retirement. They are made of three buckets, arranged by time horizon – now, soon, and later – and the investment type used in each bucket – cash, bonds, and stocks. Learn more about bucket portfolios by contacting Oasis Wealth Planning Advisors.

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