Tax Planning – Ramp Up to Retirement

One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know with Brent Oliver (Ep. 15)

By Ramp Up to Retirement | August 13, 2025

Retirement planning doesn’t exist in a vacuum, especially when tax laws are shifting.

Dan Reese and guest Brent Oliver, Senior Wealth Advisor at Avery Wealth, break down the latest tax legislation and what it means for your future income, charitable giving, and estate plans.

From the extension of lower tax brackets to the expanded standard deduction and SALT cap increase, Dan and Brent cut through the noise to highlight some impactful changes for retirees and pre-retirees. They also explain how to leverage tax-smart strategies, like qualified charitable distributions, to help make the most of your retirement income.

What you’ll learn in this episode:

How new tax brackets and deductions affect your retirement strategy
The truth about the “senior boost” for deductions
Charitable giving incentives and QCD benefits
Estate tax updates and planning opportunities
And more!

Resources:

Connect with Dan Reese CFP®:

Connect with Brent Oliver:

About our Guest:

Brent Oliver is a Senior Wealth Advisor based in Jackson, Michigan, with 11 years of experience in the field. As a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor, Brent helps families identify and work towards achieving their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be, and what gaps might prevent them from achieving all that is important to them. He has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they can help families reach their goals.

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The Importance of Communication in Estate Planning (Ep. 10)

By Ramp Up to Retirement | April 9, 2025

What does it take to help ensure your wealth supports your family and favorite causes even after you’re gone?

In this episode, Dan Reese CFP® discusses the critical aspects of estate planning, focusing on inheritance and the importance of communication. Discover why talking about money with family isn’t as taboo as you might think and learn ways you can make these conversations more frequent and meaningful. Dan walks through traditional practices and innovative solutions, like family meetings and donor-advised funds, showcasing the power of teamwork in pursuing a legacy that aligns with your values.

Dan covers:

(02:29)The necessity for open and frequent communication about financial plans
(06:41) The strategic incorporation of philanthropy into your estate plans
(08:26) The importance of regular reviews and updates to your estate plans
(10:27, 13:34) Insight into estate planning tools like GRATs and ILITs for managing tax implications
The timing of conversations and financial distributions (18:21)
(22:28) Ensuring life insurance policies and beneficiaries are up-to-date
And more