Education center: https://bit.ly/4boCDv9

Retirement Plan Checklist: https://bit.ly/47JolTm

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

https://youtu.be/KN5tIHSo3sY?si=I8fyj_cp_uz8sw_o

Sources: https://www.irs.gov/forms-pubs/about-schedule-c-form-1040

https://www.modwm.com/how-filing-for-a-tax-extension-works/

https://www.irs.gov/payments/failure-to-file-penalty

https://www.irs.gov/payments/underpayment-of-estimated-tax-by-individuals-penalty

https://www.fidelity.com/learning-center/smart-money/hsa-contribution-limits

https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds

#retirementplanning #taxplanning _______________ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.

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.

Education center: https://bit.ly/4sVDeu9

Retirement Plan Checklist: https://bit.ly/4rEy3O9

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

https://youtu.be/ze1sYnh_VR8?si=rss9H5ct9zwmE8Zo https://youtu.be/KN5tIHSo3sY?si=N7w_n2iERZyl-FPy https://youtu.be/sACQi2RIEvQ?si=rL90bf2mKSr4cA00

Sources: https://www.irs.gov/newsroom/check-your-eligibility-for-the-new-enhanced-deduction-for-seniors https://v/learn/story/using-tax-brackets-to-manage-your-taxable-income https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-tax

https://bipartisanpolicy.org/issue-brief/how-the-new-charitable-deduction-floors-work/

https://www.irs.gov/newsroom/irs-marks-70th-anniversary-of-april-15-tax-filing-deadline

https://www.modwm.com/how-filing-for-a-tax-extension-works/ #retirementplanning #taxplanning _______________ 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.

Education Center: https://bit.ly/3N0r4kt

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

https://youtu.be/pHV0kG9xOdc?si=U-p06vNu8QyS1MO1 https://youtu.be/JVOnl_AKQoQ?si=LP8rD2UezYFbjHim https://youtu.be/N8MiXAKTbmc?si=TQSl1xktZ7aHAvLT https://youtu.be/bubZLJUdIlI?si=DEpuC8Hgv-ilMIJh https://youtu.be/pFH4T8TA8WI?si=rYGAB7sPMYuWY9Sj https://youtu.be/SJJGFC-0vkA?si=CYS5fLvCGzHNzhkn https://youtu.be/KN5tIHSo3sY?si=F3l_olMQr9kREH6q https://youtu.be/eEKbnn8svQ8?si=amJI8ppOjB-Jyjls https://youtu.be/ze1sYnh_VR8?si=PN1z6EzJ1HLEU4a-

Sources: How much do I need to retire? https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire

Rightsizing vs. Downsizing: What Are the Differences? https://www.modwm.com/rightsizing-vs-downsizing/

How does medical inflation compare to inflation in the rest of the economy? https://www.healthsystemtracker.org/brief/how-does-medical-inflation-compare-to-inflation-in-the-rest-of-the-economy/ #retirementplanning #retirementgoals _______________ 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.

Education center: https://bit.ly/3ONy04K

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/SJJGFC-0vkA?si=BYerfilxAOPKkmJc

Sources: https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/womens-initiative/cfp-board_win_web.pdf

https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-rese arch/advancing-women-in-financial-planning-cfp-board-2025.pdf

https://www.cfp.net/industry-insights/reports-and-statistics/professional-demographics

#womeninfinance #financialplanning #jobopportunities _______________ 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.

Meet with us: https://bit.ly/4rpVwU1

Education center: https://bit.ly/4aDBfDb

Retirement Plan Checklist: https://bit.ly/40jmYGQ

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/RkUQah73S_Q?si=-TVrmVdsQyKDTeax https://youtu.be/bubZLJUdIlI?si=iCwt6KFZ9IFLruMa https://youtu.be/Ll3G37cCZMI?si=wwmst7BNE2UGSlyi https://youtu.be/uUL3Q1VbkRc?si=qJSM4Cv2keUmcvwm https://youtu.be/6UcLAmM6wtI?si=AmkJSYPLLMlqoPhL

Sources: https://www.modwm.com/gray-divorce-and-its-financial-impact/

https://pmc.ncbi.nlm.nih.gov/articles/PMC5279946/

https://newsroom.fidelity.com/pressreleases/love---money--most-couples-give-themselves-high-marks-in-communication--yet-fidelity-study-reveals-h/s/c15df94d-f289-4d2d-bb10-85424c803f8e

https://www.bgsu.edu/ncfmr/resources/data/family-profiles/allred-gray-divorce-rate-geo-var-2017-fp-19-20.html

https://www.modwm.com/retirement-plan-checklist/

#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.

Meet with us: https://bit.ly/4tjvl2m

Ed center: https://bit.ly/4rxbQlt

Retirement checklist: https://bit.ly/46vMaNM

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

https://youtu.be/3Yn_m-k9Rk0 https://youtu.be/lSy5ggQWmn8 https://youtu.be/2eU3mv_rmr0 https://youtu.be/hN42aRqv-1g

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.

Education Center: https://bit.ly/4aQZv6x

Meet with Us: https://bit.ly/3LDIMtb

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

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Stealth Taxes To Watch Out For https://youtu.be/RCr6BLuG3qY What Are The Tax Benefits of Charitable Donations? https://youtu.be/RmiJyyuhmj0 Roth Conversion Strategies Under the Big Beautiful Bill https://youtu.be/hQRWwtbY_dE IRA RMD Requirements https://youtu.be/DF13FV4EhCU The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8

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.

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

Meet with Us: https://bit.ly/49krWIZ

Retirement Checklist: https://bit.ly/4b1DoKR

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

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.

Education Center: https://bit.ly/4jyY8M2

Meet with Us: https://bit.ly/3N9FzCd

Retirement Checklist: https://bit.ly/49PHqVk

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

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

Education Center: https://bit.ly/48Outta

Meet with Us: https://bit.ly/48S9F5D

Retirement Checklist: https://bit.ly/4j1cFzP

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

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

#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.