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Standard Deduction or Itemize? The Retirement Tax Fork in the Road

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The Financial Revamp

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  
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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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The Financial Revamp

Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on you 
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