Don't Retire Without Doing These 8 Things First

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Social Security sources: https://www.ssa.gov/faqs/en/questions/KA-01897.html  https://www.ssa.gov/oact/cola/examplemax.html

Kwanti.com: https://kwanti.com/

Skills to Expect from a Financial Advisor: https://youtu.be/YYd7T9GDKIk

7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI

Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 

Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg

Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4

Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE?si=VS4jGIZHbZ3M7tHO 

Withdrawal Strategy for Retirement: https://youtu.be/8P8E95_287s

Unexpected Expenses and How to Plan for Them: https://youtu.be/HbhdqYyp2uA

Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 

Tax Tips in 10 or Less Ep. 019 What Is Provisional Income?

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Tax Reduction Strategies: https://bit.ly/4jaCUlQ  Roth Conversion Case Studies: https://bit.ly/4miOcY0  Meet with Us: https://bit.ly/431MUcp 

2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU

Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE?si=w4tbngnTY2RUSq7T

IRA RMD Requirements: https://youtu.be/DF13FV4EhCU

Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 

What If I Retire During a Recession?

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Education Center: https://bit.ly/4dfc0b6 Meet with Us: https://bit.ly/4knp7JS Retirement Plan Checklist: https://bit.ly/43vZr83 Tax Reduction Strategies: https://bit.ly/4djETDc

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JP Morgan Sources:

• https://www.marketwatch.com/story/bank-stocks-see-broad-rally-as-u-s-china-trade-talks-reduce-recession-predictions-c305321f
• https://www.jpmorgan.com/insights/global-research/economy/recession-probability

First Trust Source: https://www.ftportfolios.com/Common/ContentFileLoader.aspx?ContentGUID=ed114bca-4416-4caf-a2ea-97bf515b11d7

Kwanti.com: https://kwanti.com/

RetireOne Source: https://retireone.com/sequence-of-returns-risk/

Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg

Falling Consumer Confidence with Economic Uncertainty: https://youtu.be/6Z7iPuYznJY 

What’s Going on in the Bond Market: https://youtu.be/IYokFNw5g1w

5 Questions to Assess Your Retirement Readiness: https://youtu.be/2IWcUWMhj0o 

2025 Withdrawal Strategies: https://youtu.be/8P8E95_287s

Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc

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

Tax Tips in 10 or Less Ep. 018 Tax Tips for 2025

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Roth Conversion Case Studies: https://bit.ly/3YBmFqC 

Tax Reduction Strategies:  https://bit.ly/4iTqq1V

Meet with Us: https://bit.ly/4d6jehD 

01:21 - 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU

02:11 – Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw

03:23 – IRA RMD Requirements: https://youtu.be/DF13FV4EhCU

03:52 – 3 Reasons to Convert to a Roth IRA: https://youtu.be/raTeBrVw3gA

07:01 – Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI

7 Money Management Tips for Women

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Retirement Plan Checklist: https://bit.ly/3F6FhYR 

Vanguard Study: https://corporate.vanguard.com/content/dam/corp/articles/pdf/putting_value_on_your_value_quantifying_vanguard_advisors_alpha.pdf

CDC Info: https://www.cdc.gov/nchs/data/databriefs/db492-tables.pdf#1

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

5 Retirement Planning Mistakes to Avoid: https://youtu.be/L_K52B4SUpk

The Sandwich Generation: https://youtu.be/zHSrFl9oL1w

Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg

Tax Tips in 10 or Less Ep. 017

2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount)

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Roth Conversion Case Studies: https://bit.ly/4lI1D3h

Tax Reduction Strategies: https://bit.ly/42sBIFt

Meet with Us: https://bit.ly/3RvF2Jy

Estate Tax vs. Inheritance Tax: https://youtu.be/oPanexiISYE

How Long Should I Keep My Tax Forms: https://youtu.be/1rHzZZ49ZDE

Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o

What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc

3 Reasons Roth Conversions Could Work for You: https://youtu.be/raTeBrVw3gA

5 Retirement Mistakes to Avoid

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Meet with Us: https://bit.ly/44BUIma 

Retirement Plan Checklist: https://bit.ly/42YiKqm 

5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk

Where Should I Save My Money: https://youtu.be/q6iaWjj7ZDQ

Ed Slott’s 5 BIG Things for 2025: https://youtu.be/y78pryUDG7o

Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0

7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI

Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg

5 Questions to Assess Retirement Readiness: https://youtu.be/2IWcUWMhj0o

Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 2025

Withdrawal Strategy: https://youtu.be/8P8E95_287s

Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc

5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo

Asset Allocation: The Three Tax Buckets: https://youtu.be/V6WM3iE0iow

Forbes on James Gandolfini: https://www.forbes.com/sites/robertwood/2013/07/20/key-lessons-from-james-gandolfinis-will/

AARP on Financial Mistakes: https://www.aarp.org/money/retirement/financial-mistakes-retirement/

Tax Tips in 10 or Less Ep. 016

How Long Should I Keep My Tax Forms?

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Tax Reduction Strategies: https://bit.ly/3Et6chh 

Meet with Us: https://bit.ly/4cvxSP2 

Estate Tax vs. Inheritance Tax: https://youtu.be/oPanexiISYE

What Is Tax Arbitrage?: https://youtu.be/XglVv3suRLo

Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE

Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o

Consumer Confidence Down with Economic Uncertainty

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Meet with Us: https://bit.ly/3YCwggL Retirement Plan Checklist: https://bit.ly/4ifa0Ax 

Previous Episodes with David Mitchell:

https://youtu.be/d1mlM_9qwcM 

https://youtu.be/y3M7jdSxNY8

University of Michigan Surveys of Consumers: https://www.sca.isr.umich.edu/

Tariff Talk: What to Watch: https://youtu.be/W29jxFyTZc0

7 Tips on Saving for Retirement: https://youtu.be/bytioZR34FI

2025 Withdrawal Strategies for Retirement: https://youtu.be/8P8E95_287s 

Tax Tips in 10 or Less Ep. 015

Estate Tax vs. Inheritance Tax 

Get your journey off to a great start with our financial resources: https://bit.ly/4jtcfBw 

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

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Tax Reduction Strategies: https://bit.ly/3R65idr 

Meet with Us: https://bit.ly/3G1ymAl 

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU

Ed Slott's 5 BIG Things to Plan for in 2025: https://youtu.be/y78pryUDG7o

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