ONE BIG BEAUTIFUL BILL ACT
WHAT DOES PRESIDENT TRUMP'S NEW TAX LAW MEAN FOR PEOPLE WITH OVER $1,000,000 IN ASSETS
Get our exclusive guide: What Smart Retirees Need to Know (and Do) Before This Tax Window Closes
ONE BIG BEAUTIFUL BILL ACT
WHAT DOES PRESIDENT TRUMP'S NEW TAX LAW MEAN FOR PEOPLE WITH OVER $1,000,000 IN ASSETS
Get our exclusive guide: What Smart Retirees Need to Know (and Do) Before This Tax Window Closes
WHAT’S INSIDE
KEY CHANGES YOU NEED TO KNOW.
Why This Tax Law Is Different
Most tax changes tinker around the edges. This one rewrote the playbook for people with real assets.
The 5 Questions Your Current Advisor Should Be Asking You
Critical questions about your strategy under the new rules.
The Cost of Waiting
Tax windows close. The advisors who move fast help their clients.
WHAT’S INSIDE
HERE'S WHAT YOU NEED TO KNOW
Why This Tax Law Is Different
Most tax changes tinker around the edges. This one rewrote the playbook for people with real assets.
The 5 Questions Your Current Advisor Should Be Asking You
Critical questions about your strategy under the new rules.
The Cost of Waiting
Tax windows close. The advisors who move fast help their clients.
YOU'VE FOLLOWED THE RULES AND SAVED BIG FOR RETIREMENT
THE RULES JUST CHANGED. BIG TIME.
Congress made the 2017 tax cuts permanent. Added a new $6,000 deduction for people over 65. Raised the estate exemption to $15 million per person.
You probably already have a team of advisors. That's great. But are they telling you what this new law means for YOUR specific situation? Or are they waiting to see how it all plays out?
The smart money isn't waiting.
YOU'VE FOLLOWED THE RULES AND SAVED BIG FOR RETIREMENT
THE RULES JUST CHANGED. BIG TIME.
Congress made the 2017 tax cuts permanent. Added a new $6,000 deduction for people over 65. Raised the estate exemption to $15 million per person.
You probably already have a team of advisors. That's great. But are they telling you what this new law means for YOUR specific situation? Or are they waiting to see how it all plays out?
The smart money isn't waiting.
MERCURIO WEALTH ADVISORS
LOCAL INVESTMENT ADVISORS HELPING KENTUCKIANA FAMILIES NAVIGATE RETIREMENT SINCE 1990.
Let us be the experts.
We've been through tax law changes before. We know how quickly windows of opportunity can open and close. Our approach is to help you understand what's changed, ask the right questions, and make informed decisions about your retirement strategy.
MERCURIO WEALTH ADVISORS
LOCAL INVESTMENT ADVISORS HELPING KENTUCKIANA FAMILIES NAVIGATE RETIREMENT SINCE 1990.
Let us be the experts.
We've been through tax law changes before. We know how quickly windows of opportunity can open and close. Our approach is to help you understand what's changed, ask the right questions, and make informed decisions about your retirement strategy.
WHAT ARE YOU WAITING FOR?
IS YOUR CURRENT PLAN BUILT FOR THE OLD RULES? HAVE YOU CHECKED?
Download this free guide on what the OBBB Act means for million-dollar retirees. Get ahead of the changes while the window is still wide open.
WHAT ARE YOU WAITING FOR?
IS YOUR CURRENT PLAN BUILT FOR THE OLD RULES? HAVE YOU CHECKED?
Download this free guide on what the OBBB Act means for million-dollar retirees. Get ahead of the changes while the window is still wide open.
Investment advisory services offered through Mercurio Wealth Advisors, LLC a registered investment adviser. The information is provided for informational purposes only and is not intended to represent investment, tax or legal advice. Please consult a professional for advice on your individual circumstances. Insurance products and services are offered and sold through Mercurio Insurance Services, an affiliated agency, and individually licensed and appointed insurance agents.
©2025 Mercurio Wealth Advisors. All rights reserved. | Privacy Policy
This free guide is for informational purposes only. It is not intended as personalized financial advice, tax guidance, or a recommendation to buy or sell any investment product. The content is designed to provide general insights based on current legislation and may not reflect future changes or your specific circumstances. MWA is not giving tax, legal or accounting advice; consult a professional tax or legal representative if needed.
Investment advisory services offered through Mercurio Wealth Advisors, an SEC-registered investment advisor.
©2025 Mercurio Wealth Advisors.
All rights reserved. | Privacy Policy