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Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxjE4?si=NZvJl-JXB9Lu3ifV Ed Slott's 5 BIG Things to Plan for in 2025 https://youtu.be/y78pryUDG7o?si=y_Csy2DfXdWjrEPG Ed Slott's 5 New Important Things to Plan For https://youtu.be/RyOdpnfVU6g?si=NOXx1jKXvuvI-bt4 The Retirement Savings Time Bomb Ticks LOUDER with Ed Slott https://youtu.be/gCM5t1e7L78?si=fL7HJE3aCNoha2hL

Sources: Source: Annual QCD Limit for 2025 (IRS) Find a link to this source in the description. https://www.irs.gov/newsroom/give-more-tax-free-eligible-ira-owners-can-donate-up-to-105000-to-charity-in-2024

https://www.fidelity.com/retirement-ira/required-minimum-distributions-qcds #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. 44

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What is Modified Adjusted Gross Income? (MAGI) https://youtu.be/PmfNAwK6B9s?si=wgLYfufJl2Bdx3zu

Capital Gains Rates in 2025 https://youtu.be/zjV_Xe2cpQQ?si=hGle8bIABcj3FGaj

Tax-Loss vs. Tax-Gain Harvesting https://youtu.be/MzdDOzQEAg8?si=NOCxGkEP9bw63WGl

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What Happened During The Great Recession of 2008 https://youtu.be/JWvbKmfBOTo?si=eDGUFzfX8sBwDoEW

What's up with Gold? Why Gold Prices Are Soaring? https://youtu.be/c7t_H6k2GW8?si=NG_BJ13t9YEPIDK_

Sources: Tony's Book https://www.amazon.com/Private-Markets-Building-Better-Portfolios/dp/139431308X

Alternative Allocations with Tony Davidow https://www.alternativesbyft.com/alternative-allocations-podcast #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. 43

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What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o

Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE

Estate Tax vs. Inheritance Tax https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC

IRS - Gifts & Inheritances 1 https://www.irs.gov/faqs/interest-dividends-other-types-of-income/gifts-inheritances/gifts-inheritances-1

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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 Great Wealth Transfer Is Upon Us https://youtu.be/gJaz5xMAU0k?si=UkDIsSQjLbhxqDaj

Sources: Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048 https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

This WSJ Poll Reveals a Huge Gender Gap on the Economy https://www.wsj.com/video/series/news-explainers/this-wsj-poll-reveals-a-huge-gender-gap-on-the-economy/105E7856-6FBB-4D23-A76A-8CC565719A7E?mod=Searchresults&pos=1&page=1

Money Stress Is Hurting Women's Overall Health https://www.ellevest.com/magazine/ellevest-financial-wellness-survey

Fed Data: https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/#range:1989.3,2024.1;quarter:138;series:Assets;demographic:generation;population:all;units:levels USA Today Study: https://www.usatoday.com/money/blueprint/credit-cards/study-great-wealth-transfer-plans/ Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth

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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/JWvbKmfBOTo?si=F1Z6zyPM2bLwBnvJ

Sources: What Happened During the Great Recession? https://www.modwm.com/what-happened-during-the-great-recession/

What Was the Highest Price for Gold? https://investingnews.com/daily/resource-investing/precious-metals-investing/gold- investing/highest-price-for-gold/

How gold became the world's refuge from uncertainty https://www.ft.com/content/97fd4dcd-f0df-4f98-a118-4a49c487ad3f

China Gold Reserves https://www.ceicdata.com/en/indicator/china/gold-reserves#:~:text=in%20Feb%202025%3F-,China%20Gold%20Reserves%20was%20reported%20at%20208.643%20USD%20bn%20in,table%20below%20for%20more%20data.

Gold Price History USD per Ounce https://www.bullionbypost.com/gold-price/gold-price-history/

Federal Reserve Meeting Fed Raises Rates Again https://www.nytimes.com/live/2023/07/26/business/fed-interest-rates

#gold #stockmarket #retirement _______________ 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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Addressing Sequence of Returns Risk https://youtu.be/9P_HUmNuujE?si=JKCVuZt48LRx5ITP

Retiring at Market Highs - Barber Financial Group https://youtu.be/3trZTHOHsW0?si=9Yk1U2bwoZEmt3b0

Tax-Loss Harvesting vs. Tax-Gain Harvesting https://youtu.be/MzdDOzQEAg8?si=e-l-CFTlxc4UsgOq

5 REASONS to Have a Forward-Looking Tax Plan https://youtu.be/bubZLJUdIlI?si=ooOxWGcdSVuy8sxb

Sources: • FBI Internet Crime Complaint Center (IC3) - 2023 Elder Fraud Report: https://www.ic3.gov/Media/PDF/AnnualReport/2023_IC3ElderFraudReport.pdf • USA Today Article on PayPal Phishing Scam: https://www.usatoday.com/story/news/nation/2025/07/01/paypal-phishing-scam-florida-couple/84415075007/ • Federal Trade Commission (FTC) on How to Recognize and Avoid Phishing Scams: https://www.ftc.gov/how-to-spot-recogn-and-avoid-phishing-scams • FTC on Tech Support Scams: https://consumer.ftc.gov/articles/how-spot-avoid-and-report-tech-support-scams • Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp • CNBC Article on Nicolas Cage's Financial History: https://www.cnbc.com/2018/01/19/how- nicholas-cage-once-blew-his-entire-150-million-fortune.html • SEC on Avoiding Investment Fraud (including Ponzi Schemes): https://www.investor.gov/protect-your-investments/fraud/types-fraud/ponzi-scheme • Video Clip: News Report on AI Voice Cloning Scams: https://youtu.be/pJZYd_65xs4? si=nZ8l2vZ6JQvdAHIx • Video Clip: Example of a Tech Support Scam: https://youtu.be/ltI7DXrNQCA? si=H_KQySbtfbcW2lCk _______________________________________________________________________ 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 5 Stealth Taxes To Watch Out For

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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/48HXSqM Meet with Us: https://bit.ly/3Jn0uQm Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=towLdrML9K2tQNWa

Generational Wealth Management https://youtu.be/nGDtTd34bRE?si=AUAeNWzrXV4OZ121

Turning 18 Checklist: Legal and Financial Checklist for Parents and Teens https://www.modwm.com/turning-18-checklist/

Check Your Beneficiaries! Don't Learn the Hard Way https://www.youtube.com/watch?v=wQEqhd8a4XY

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Sources: 5 Financial Planning Opportunities to Consider Before 2026 https://www.modwm.com/financial-planning-opportunities/

What Is Probate and Why Should I Avoid It?https://www.modwm.com/what-is-probate/

What Is a Living Trust and Do I Need One? https://www.modwm.com/what-living-trust-do-i-need-one/

10 Retirement Income Streams https://www.youtube.com/watch?v=FhUVtmkuCL0

Life Insurance in Retirement: Do I Still Need It? https://www.modwm.com/life-insurance-in-retirement/

Estate Planning Mistakes to Avoid with Tim Denker https://www.modwm.com/podcasts/estate-planning-mistakes-to-avoid-with-tim-denker/

Healthcare Costs During Retirement https://www.modwm.com/health-care-costs-during-retirement/

Financial Checklist After the Death of a Spouse https://www.modwm.com/financial-checklist-after-the-death-of-a-spouse/

Sample Financial Plan https://www.modwm.com/sample-financial-plan/

The Great Wealth Transfer Has Arrived https://www.modwm.com/the-great-wealth-transfer-has-arrived/

What to Do with Inheritance https://www.youtube.com/watch?v=B4mTbCUuFGE&feature=youtu.be __________________________________________ 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. 41 Tax Planning for the Next Generation

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What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o

Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE

Estate Tax vs. Inheritance Tax https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC

#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.