While running for office, President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan? Join us for Instant Insight: OBBBA & The Senior Deduction a brief, insightful interactive update where we’ll discuss:

• How to leverage this meaningful but temporary tax deduction
• Understand Income-based Phaseout Limits – How to Navigate
• Strategize Social Security Timing in light of this change