Tariff Talk: What to Watch

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Retirement Plan Checklist: https://bit.ly/44fhSi2 

Federal Worker Layoffs: https://bit.ly/3GfXROn

Previous Neal Falkenberry Episodes: 

https://youtu.be/IYokFNw5g1w

https://youtu.be/-2YoayzAOdo

https://youtu.be/oBXAMFHF30k 

Assessing the April 2nd Tariffs Announcement: https://youtu.be/HxCGQ-pWlvw?si=s351c8ke1KM10kJH

Tax Tips in 10 or Less Ep. 014

What Is Tax Arbitrage? Get your journey off to a great start with our financial resources: https://bit.ly/4j8rS0W 

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

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

Meet with Us: https://bit.ly/41WmcS0 

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

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

Capital Gains Rates in 2025: https://youtu.be/zjV_Xe2cpQQ

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

Avoiding Excess IRA Contributions with Ed Slott

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Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/

Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/ 

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

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

IRMAA Article: https://bit.ly/4j2iFYj 

529 Article: https://bit.ly/4lab0ZD 

Previous Ed Slott Episodes:

 https://youtu.be/RyOdpnfVU6g

https://youtu.be/gCM5t1e7L78

 https://youtu.be/HHPMo9l0yeg

 https://youtu.be/RdMk9dyQZWM

https://youtu.be/En3ZfP70PYA

 https://youtu.be/ssZNa1cEpu0

Should I Max Out My 401(k)?: https://youtu.be/R9pbhTUa4iA

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

5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc

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

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

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

Tax Tips in 10 or Less Ep. 013 

3 Reasons Roth Conversions Could Work for You

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Roth Conversion Case Studies: https://bit.ly/3DUiO0z 

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

Meet with Us: https://bit.ly/4j2FJpn 

RMD Case Study: https://youtu.be/_t7XTSfU1po

Roth Five Year Rule: https://youtu.be/RDyVTv4LSJ4

Claiming Social Security at 62, 67, and 70: https://youtu.be/UX-qusd6fZE?si=X4b-hJmFAdEUaM0M

RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg   

Ed Slott's 5 BIG Things to Plan for in 2025

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Retirement Checklist: https://bit.ly/3QPV8gY 

Meet with Us: https://bit.ly/4hObhym 

Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/

Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/

Previous Ed Slott Episodes:

https://youtu.be/RyOdpnfVU6g

https://youtu.be/gCM5t1e7L78

https://youtu.be/HHPMo9l0yeg

https://youtu.be/RdMk9dyQZWM

https://youtu.be/En3ZfP70PYA

https://youtu.be/ssZNa1cEpu0

Should I Max Out My 401(k)?: https://youtu.be/R9pbhTUa4iA

Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 

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

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

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

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

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

What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q

Tax Tips in 10 or Less Ep. 012

What's Your Required Beginning Date?

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

Meet with Us: https://bit.ly/4iETn2d 

RMD Case Study with Marty James: https://youtu.be/_t7XTSfU1po

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

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

7 Tips on Saving for Retirement

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

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SSA Quizzes: https://www.ssa.gov/history/puzzles/quiz1.html

 https://www.ssa.gov/history/puzzles/quiz22a.html

 Budgeting at Different Stages of Life: https://youtu.be/-HwVnEvquw4

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

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

Claiming Social Security at 62 67, and 70: https://youtu.be/UX-qusd6fZE?si=sKTIzc61qL_d8diB 

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

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

Tax Tips in 10 or Less Ep. 011

Are You Overpaying Your Taxes? Get your journey off to a great start with our financial resources: https://bit.ly/3FmvwWx 

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

Roth Conversion Case Studies: https://bit.ly/41YJW7Q 

Tax Reduction Strategies: https://bit.ly/3FnR9pg 

Meet with Us: https://bit.ly/4kJa4Lg 

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

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

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

Income Planning for Retirement

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  Retirement Checklist: https://bit.ly/3DnZf0E 

Meet with Us: https://bit.ly/4bOhlp1 

What Is IRMAA? - https://bit.ly/4bLwjMC 

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

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

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

RMD Case Study: https://youtu.be/_t7XTSfU1po 

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

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

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

What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q 

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

10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY 

Tax Tips in 10 or Less Ep. 010

Capital Gains Rates in 2025

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

Roth Conversion Case Studies: https://bit.ly/4buS8zK 

Tax Reduction Strategies: https://bit.ly/41FqlJU 

Meet with Us: https://bit.ly/3XtqT2N 

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