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5 Reasons TO Convert to a Roth IRA https://youtu.be/MEs5rh62m28?si=CZ9VJNcoEwqBdAMV 

How Do In-Plan Roth Conversions Work? https://youtu.be/AxkfOUXYq-0?si=mAMXXjlRwAz27lfP 

Claiming Social Security at 62, 67, or 70 https://youtu.be/UX-qusd6fZE?si=RodH2gUPsFIc49eD 

Tax Reduction Strategies: https://bit.ly/4ptpNAB 

Retirement Checklist: https://bit.ly/3I2bfar 

Sources: Research, Statistics & Policy Analysis https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/2025-06.html 

50+ Essential Retirement Statistics for 2024 https://www.annuity.org/retirement/retirement-statistics/ 

Calculate the cost of long-term care near you https://www.carescout.com/cost-of-care 

The Average Monthly Social Security Check: August 2025 https://www.kiplinger.com/retirement/social-security/average-monthly-social-security-check#:~:text=When%20it%20comes%20to%20using%20data%2C%20averages,the%20numbers%20to%20get%20even%20more%20clarity 

The average 401(k) balance by age https://www.empower.com/the-currency/life/average-401k-balance-age  _______________ 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. 36 Reducing Taxable Income with 3 Strategies

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Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?si=8GH9N1FL_1PgLO9y 

Roth Conversions After Retirement https://youtu.be/LetCuugTXic?si=ixc-vvl2iihs9ny2 

_______________________________________________________________

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

Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxjE4?si=oPSlRoDLr87Nhv_8 

2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) https://youtu.be/bJheB6qKsvg?si=fsmNVeNCJgAUcnWA 

Tax Reduction Strategies: https://bit.ly/46uYApz 

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_______________ 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. 35 Converting to a Roth IRA After Age 60

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https://youtu.be/MEs5rh62m28?si=8cuFauGvQkLrkWT8  Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?si=GbZGXGGwhC-u-8k5  Roth Conversions After Retirement https://youtu.be/LetCuugTXic?si=5pGAYrFWURGoR86t 

Tax Reduction Strategies: https://bit.ly/4mG0Xvz  

Retirement Checklist: https://bit.ly/4mLJCRO  

#TaxTips #TaxPlanning #TaxPlan _______________________________________________________________

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.

Start your journey with our financial resources: https://bit.ly/4n65eYQ Meet with Us: https://bit.ly/4gaU3Mq   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 

Mega Backdoor Roth Strategy https://youtu.be/eEKbnn8svQ8?si=yebIFMa7orM8Iyfn 

Money Walks Episode 2 https://youtube.com/shorts/RzOqnbEIAwI?si=yZcPsrpBg-Veuzrj 

Tax Reduction Strategies: https://bit.ly/45XTa5a 

Retirement Checklist: https://bit.ly/4n7DJ1a 

Sources: • Average 401(k) Balance by Age (Vanguard "How America Saves"): https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2025/has/2025_How_America_Saves.pdf 

• 401(k) Early Withdrawal Exceptions & Rule of 55 (IRS): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions 

• Required Minimum Distribution (RMD) Rules (IRS): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs 

• Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp 

• Reddit Post for 'Asking for a Friend': https://www.reddit.com/r/FinancialPlanning/comments/1h7qsyk/with_a_1_million_401k_couldnt_you_just_live_off/ 

_______________ 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. 34 401(k) Withdrawal Rules

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Sources: 401(k) withdrawal rules: How to avoid penalties https://www.empower.com/the-currency/money/can-withdraw-401k-ira-penalty-free 

What is the Rule of 55? https://www.fidelity.com/learning-center/personal-finance/what-is-rule-of-55 

Substantially equal periodic payments https://www.irs.gov/retirement-plans/substantially-equal-periodic-payments 

#TaxTips #TaxPlanning #TaxPlan  _______________________________________________________________

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.

How Much Do You Need to Retire? https://bit.ly/4mCifK8

Start your journey with our financial resources: https://bit.ly/3HuIG5e Meet with Us: https://bit.ly/47cynNx   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount)

https://youtu.be/bJheB6qKsvg?si=7O9-zA7kvnngMLZr 

Sources: •       Americans Believe They Will Need $1.26 Million to Retire Comfortably According to Northwestern Mutual 2025 Planning & Progress Study https://news.northwesternmutual.com/2025-04-14-Americans-Believe-They-Will-Need-1-26-Million-to-Retire-Comfortably-According-to-Northwestern-Mutual-2025-Planning-Progress-Study 

• Federal Reserve 2022 Survey: Survey of Consumer Finances  https://www.federalreserve.gov/publications/files/scf23.pdf 

• Fidelity Estimate: Retiree Health Care Costs  https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e 

• IRS Topic No. 701: Sale of Your Home (Section 121 Exclusion)  https://www.irs.gov/taxtopics/tc701 

• Reddit Thread: r/Medicare - IRMAA help?  https://www.reddit.com/r/medicare/comments/1ijxeed/irmaa_help/?rdt=48397 

_______________ 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.

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What to Do with Inheritance https://youtu.be/B4mTbCUuFGE?feature=shared 

Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?feature=shared 

IRA RMD Requirements https://youtu.be/DF13FV4EhCU?feature=shared 

Tax Strategies for High Income Earners https://youtu.be/8S6Dc9TqMVc?feature=shared 

Education Center: https://bit.ly/3HjmLOk 

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What is Tax Diversification? https://bit.ly/41Pcccw 

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Charitable Giving in Retirement https://youtu.be/VhtfUCjTesw?feature=shared 

Asset Location - The Three Tax Buckets https://youtu.be/V6WM3iE0iow?feature=shared 

What is Tax Diversification? - Barber Financial Group https://youtu.be/jJ-rdAAiSes?feature=shared 

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

IRA RMD Requirements https://youtu.be/DF13FV4EhCU?feature=shared 

Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?feature=shared 

Check out this video by  ⁨@taxleverage⁩   - Why You Don't Want a Tax Refund: https://youtube.com/shorts/jKZT1KpN5dU?feature=shared 

Sources: SUMMARY of P.L. 98-21, (H.R. 1900) Social Security Amendments of 1983-Signed on April 20, 1983 https://www.ssa.gov/history/1983amend.html 

16th Amendment to the U.S. Constitution: Federal Income Tax (1913)

https://www.archives.gov/milestone-documents/16th-amendment  

Tax Tips in 10 or Less Ep. 32 How Does Volatility Impact RMDs?

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IRA RMD Requirements https://youtu.be/DF13FV4EhCU?si=JbuhO-q9XOrEw30r 

What's Your Required Beginning Date? https://youtu.be/vPE_PApP5ac?si=zHG25xhuW0Vt4xZW