Tax season hits retirees differently—and a few quiet rule changes could reshape the outcome. In this episode of The Financial Revamp, Michelle Anthony breaks down what’s new for the 2025 tax year, including higher standard deductions, a new senior bonus deduction, and when itemizing still makes sense. The conversation goes beyond filing returns to look at how tax decisions connect to retirement income, Medicare costs, and Social Security timing. Michelle also explains the Social Security earnings test, why it catches working retirees off guard, and how claiming benefits too early can shrink income long-term.

Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!

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Tax season hits retirees differently&mdash;and a few quiet rule changes could reshape the outcome. In this episode of The Financial Revamp, Michelle Anthony breaks down what&rsquo;s new for the 2025 tax year, including higher standard deductions, a new senior bonus deduction, and when itemizing still makes sense. The conversation goes beyond filing returns to look at how tax decisions connect to retirement income, Medicare costs, and Social Security timing. Michelle also explains the Social Security earnings test, why it catches working retirees off guard, and how claiming benefits too early can shrink income long-term.
Click <a href="advisemenow.com">here</a> or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
Follow us on <a href="https://www.facebook.com/modernwealthmanagement">Facebook</a>!

Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on your mind? Don’t listen to the usual noise – tune in to The Financial Revamp.

Hosted by Michelle Anthony, founder and owner of Modern Wealth Management, The Financial Revamp takes a deep dive into the financial developments of the day and gets you the analysis you need to revamp your retirement. Whether you’re at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, The Financial Revamp has got the juice. Listen and subscribe today!

Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on your mind? Don&rsquo;t listen to the usual noise &ndash; tune in to The Financial Revamp.
Hosted by Michelle Anthony, founder and owner of Modern Wealth Management, The Financial Revamp takes a deep dive into the financial developments of the day and gets you the analysis you need to revamp your retirement. Whether you&rsquo;re at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, The Financial Revamp has got the juice. Listen and subscribe today!