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Sources: https://www.ada.gov/topics/intro-to-ada/ https://www.westernsouthern.com/life-insurance/what-is-a-critical-illness-rider https://www.cancer.gov/publications/dictionaries/cancer-terms/def/medical-power-of-attorney https://www.aarp.org/caregiving/basics/memory-care-alzheimers-dementia/ https://www.investopedia.com/terms/s/sequence-risk.asp https://www.modwm.com/sequence-of-returns-risk-and-why-timing-matters/

#Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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Sources: https://www.modwm.com/catch-up-contributions-for-your-retirement-plan/ https://www.modwm.com/2026-401k-and-ira-contribution-limits/ https://www.ssa.gov/forms/ssa-44.pdf https://www.modwm.com/donor-advised-funds/ https://www.modwm.com/2026-tax-brackets/

_______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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https://youtu.be/5CHb7BAAI2Q?si=iCDymwGcVQAMlwI5 https://youtu.be/N8MiXAKTbmc?si=-e8KTbg4aTDHFPJ7 https://youtu.be/ZmYxM_xBmmw?si=DwdU_5ElW_VCiuRy https://youtu.be/uUL3Q1VbkRc?si=VuzAFZ4m6iA8ip7V https://youtu.be/ze1sYnh_VR8?si=HZ1KHcxeOfhLbTey https://youtu.be/uUL3Q1VbkRc?si=FThlCk2GzO4QUzO8 https://youtu.be/bubZLJUdIlI?si=tTZBHWt9rNeBf_7V https://youtu.be/C7_GdgN502Q?si=VEGqXcL3tbePwobW

Sources: https://youtu.be/5CHb7BAAI2Q

https://youtu.be/N8MiXAKTbmc

https://youtu.be/ZmYxM_xBmmw

https://youtu.be/uUL3Q1VbkRc

https://www.modwm.com/donor-advised-funds/

https://youtu.be/C7_GdgN502Q

#Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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https://youtu.be/PmfNAwK6B9s https://youtu.be/oPanexiISYE https://youtu.be/RCr6BLuG3qY

Sources: https://www.modwm.com/2026-tax-brackets/. https://www.modwm.com/new-tax-provisions-one-big-beautiful-bill-act/ https://www.modwm.com/2026-401k-and-ira-contribution-limits/ https://www.modwm.com/social-security-cola-increase-for-2026/ https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles https://www.whitehouse.gov/articles/2025/12/landmark-dell-gift-supercharges-trump-accounts-for-americas-kids/

#Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

Tax Tips in 10 Ep 50

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https://youtu.be/ze1sYnh_VR8 https://youtu.be/KifcDu_6UAI

Sources: https://www.irs.gov/newsroom/historical-highlights-of-the-irs https://files.taxfoundation.org/legacy/docs/fed_individual_rate_history_nominal.pdf

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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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https://youtu.be/C7_GdgN502Q?si=GU3T-nIemsTmh8K1 https://youtu.be/ze1sYnh_VR8?si=nRvqUbJbtNiL6onU https://youtu.be/ze1sYnh_VR8 https://youtu.be/V23VSDjDkYw https://youtube.com/shorts/PcYSYF9SZeA https://youtube.com/shorts/p9wub7m2TI8 https://youtube.com/shorts/jcG6tmi8Epc https://youtu.be/uUL3Q1VbkRc https://youtu.be/2eU3mv_rmr0?si=HbiLmB1mqwxl-aTL

Sources: Goldman Sachs, Morgan Stanley warn of a market correction: 'Things run and then they pull back' https://www.cnbc.com/2025/11/04/goldman-sachs-morgan-stanley-warn-of-a-market-correction.html

#Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI

Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Retiring Early? Plan Your Insurance Before 65 https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Sources: https://www.thestreet.com/retirement/many-are-unprepared-for-long-term-care-needs

https://www.carescout.com/cost-of-care https://youtu.be https://youtu.be/58bvSP238pc?si=NNtInBtcNv_LcqXd

#Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

Tax Tips in 10 Ep 48.

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Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=PSDyL6si1k38AcmK

Sources: https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations https://www.irs.gov/pub/irs-drop/n-25-68.pdf https://www.modwm.com/2025-401k-and-ira-contribution-limits/

#TaxTips #Income #Tax Planning _______________________________________________________________

Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI

Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Retiring Early? Plan Your Insurance Before 65 https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Sources: https://www.thestreet.com/retirement/many-are-unprepared-for-long-term-care-needs

https://www.carescout.com/cost-of-care https://youtu.be https://youtu.be/58bvSP238pc?si=NNtInBtcNv_LcqXd

#Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

Tax Tips in 10 or Less Ep. 47

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2025 Tax Brackets & Contribution Limits https://youtu.be/KifcDu_6UAI

Inherited IRA Rules and the SECURE Act https://youtu.be/aR5xJhnrtSU

The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8

Sources: Ed Slott, America's IRA Expert https://storenfinancial.com/ed-slott/#:~:text=Ed%20Slott%20is%20a%20nationally%20recognized%20IRA,strategies%20into%20understandable%2C%20actionable%20and%20entertaining%20advice.

Catch-Up Contributions https://www.federalregister.gov/documents/2025/09/16/2025-17865/catch-up-contributions

Super Catch-up 401(k) Contributions: Are You Eligible to Make Them? https://www.modwm.com/super-catch-up-401k-contributions/

2025 401(k) and IRA Contribution Limits https://www.modwm.com/2025-401k-and-ira-contribution-limits/

#TaxTips #Income #Tax Planning _______________________________________________________________

Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.