4 Hidden Deductions in the One Big, Beautiful Bill Every Pre-Retiree Should Know 

The One Big, Beautiful Bill (OBBBA), signed into law in July 2025, introduced new tax deductions that have not received much attention but could matter for people preparing for retirement. 

From 2025 through 2028, these provisions are: 

• Temporary 

• Income-limited 

• Especially relevant for households balancing Medicare, Social Security, and required minimum distributions 

Inside the Guide, You’ll Learn: 

• What the four “hidden” deductions are and why they may matter for pre-retirees 

• Who may qualify and the income thresholds to watch 

• How these provisions connect with retirement milestones such as Medicare and Social Security 

• Key action steps to consider before year-end 

Why It Matters 

Even smaller tax law changes can influence when and how retirement income is taxed. Understanding the details may help you make more informed decisions as you transition from work to retirement. 

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