Episode notes
In this episode of the 9Innings Podcast, Kevin Thompson, Founder & CEO of 9i Capital Group, breaks down the enhanced senior deduction introduced by the Inflation Reduction Act and what it means for retirement planning.
Kevin explains how this increased deduction for those 65 and older can meaningfully reduce taxable income and make Roth IRA conversions far more tax-efficient. Using real-world examples, he shows how retirees can capture significant tax savings—but only if they plan ahead.
This episode emphasizes the importance of timely strategy and working with a trusted financial advisor to take advantage of opportunities while they last.
👉 Don’t miss this breakdown of one of the most overlooked tax benefits for retirees.
Explanation of the Enhanced Senior De ...
Keywords
retirement planningirmaaroth iracertified financial plannermlb2cfp9icapitalgroupenrolled agent9icapretirement income certified professionalroth conversionenhanced senior deductionstandard deductionone big beautiful bill actsocial security taxmedicare premiumrequired minimum distributiongotta be a cfp