Worried about how the new Senior Deduction could affect your Social Security taxes? In this video, we’ll break down what’s changing in 2025 — and how you can keep more of your hard-earned retirement income.

As your trusted tax advisors, we’ll walk you through the latest updates in plain language, share real-world examples, and give you strategies you can use today. Whether you’re retired, self-employed, or planning ahead, this guide will help you make informed, confident financial decisions.

You’ll learn:
• Who qualifies for the new deduction and when it applies.
• How it affects federal and California state returns.
• The steps to take before year-end to reduce your tax bill.

With nearly 20 years advising California families and small businesses, The Mattox Group helps you navigate complex tax law with clarity and confidence.

📞 Schedule your consultation

💌 Read our Social Security Taxation White Paper

Always curious, never judgemental, your financial journey is unique — we’re here to guide you every step of the way.

#taxtips #retirementplanning #socialsecurity #financialplanning #TMGAdvisors