Connecting the Dollars by Propel Financial Advisors

Author: Emily Agosto - Propel Financial Advisors

Connecting the Dollars is a podcast co-hosted by Emily Agosto, CPA and Amanda Vaught, JD. In each episode, Emily and Amanda explore personal finance topics affecting Gen X and Millennials and share experiences to help make sense of an often confusing and changing industry. Join them as they discuss timely topics and answer commonly asked questions they hear as financial advisors at Propel Financial Advisors.
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Language: en

Genres: Business, Education, Investing

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Seniors: Congress Just Changed Your Taxes
Episode 82
Tuesday, 10 February, 2026

In this episode of Connecting the Dollars, Amanda Vaught and Emily Agosto discuss key tax law changes under the OB3 Act, focusing on the new senior deduction. They explain the eligibility for new deductions for those 65 and older starting in 2025, in addition to the existing deductions. The episode also covers phase-out income ranges, adjustments to tax withholdings, and changes to other tax credits and deductions including the child tax credit, energy credits, and charitable deductions. Emily provides strategic tips for those planning ahead for these changes. The episode concludes with a nod to the complexity and ever-changing nature of the tax code.