5-Minute PRIME: Bite-Sized Investing Insights

The Squeezed Middle's Tax Playbook: A $100k-$500k Earner's Guide to the 'Big Beautiful Bill'

Martin Maxwell Season 1 Episode 75

You make a good living, but after property taxes, state income taxes, and a high cost of living, it can feel like you're getting squeezed from all sides.

So when a new tax law gets passed, the big question is: does it help or hurt?

On this episode of our special series of the 5-Minute PRIME Podcast, host Martin Maxwell dives deep into the "One Big Beautiful Bill Act" for the Americans right in the middle—individuals and families earning between $100,000 and $500,000 a year. This is where the new rules get complicated, and the opportunities... and traps... are significant.

Tune in to learn:

  • The SALT Deduction Revolution: A deep dive into the temporary but massive increase of the State and Local Tax deduction cap to $40,000. Is this the game-changer homeowners in high-tax states have been waiting for?
  • The Fine Print: Understanding the income phase-out and the looming threat of the Alternative Minimum Tax (AMT) that could claw back your savings.
  • Beyond SALT: How permanent changes to the tax brackets and investment provisions could impact your long-term wealth-building strategy.
  • Strategic Tax Planning: Actionable advice on whether to itemize, how to manage your income near the phase-out cliffs, and how to navigate the new landscape like a pro.

For upper-middle-income earners, this bill isn't just a headline—it's a strategic puzzle. Subscribe now to get your playbook for navigating the changes and maximizing your financial position.


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