America's Wealth Management Show

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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

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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.

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https://youtu.be/C7_GdgN502Q?si=GU3T-nIemsTmh8K1 https://youtu.be/ze1sYnh_VR8?si=nRvqUbJbtNiL6onU https://youtu.be/ze1sYnh_VR8 https://youtu.be/V23VSDjDkYw https://youtube.com/shorts/PcYSYF9SZeA https://youtube.com/shorts/p9wub7m2TI8 https://youtube.com/shorts/jcG6tmi8Epc https://youtu.be/uUL3Q1VbkRc https://youtu.be/2eU3mv_rmr0?si=HbiLmB1mqwxl-aTL

Sources: Goldman Sachs, Morgan Stanley warn of a market correction: 'Things run and then they pull back' https://www.cnbc.com/2025/11/04/goldman-sachs-morgan-stanley-warn-of-a-market-correction.html

#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.

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Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI

Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Retiring Early? Plan Your Insurance Before 65 https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Sources: https://www.thestreet.com/retirement/many-are-unprepared-for-long-term-care-needs

https://www.carescout.com/cost-of-care https://youtu.be https://youtu.be/58bvSP238pc?si=NNtInBtcNv_LcqXd

#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 48.

Education Center: https://bit.ly/48V35db

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Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=PSDyL6si1k38AcmK

Sources: https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations https://www.irs.gov/pub/irs-drop/n-25-68.pdf https://www.modwm.com/2025-401k-and-ira-contribution-limits/

#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.

Education Center: https://bit.ly/495Nxoa

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Subscribe on YouTube to Catch our Videos:

https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI

Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Retiring Early? Plan Your Insurance Before 65 https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm

Sources: https://www.thestreet.com/retirement/many-are-unprepared-for-long-term-care-needs

https://www.carescout.com/cost-of-care https://youtu.be https://youtu.be/58bvSP238pc?si=NNtInBtcNv_LcqXd

#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. 47

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

Inherited IRA Rules and the SECURE Act https://youtu.be/aR5xJhnrtSU

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

Sources: Ed Slott, America's IRA Expert https://storenfinancial.com/ed-slott/#:~:text=Ed%20Slott%20is%20a%20nationally%20recognized%20IRA,strategies%20into%20understandable%2C%20actionable%20and%20entertaining%20advice.

Catch-Up Contributions https://www.federalregister.gov/documents/2025/09/16/2025-17865/catch-up-contributions

Super Catch-up 401(k) Contributions: Are You Eligible to Make Them? https://www.modwm.com/super-catch-up-401k-contributions/

2025 401(k) and IRA Contribution Limits https://www.modwm.com/2025-401k-and-ira-contribution-limits/

#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.

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7 Reasons NOT to Convert to a ROTH IRA https://youtu.be/ajbi8hkakn4?si=h6De9pZ1JG9KI-aj

The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=rva0kEun3wNpBhvS

Sources: 2026 Tax Brackets: IRS Makes Inflation Adjustments https://www.modwm.com/2026-tax-brackets/

IRS releases tax inflation adjustments for tax year 2026, including amendments from the One, Big, Beautiful Bill https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2026-including-amendments-from-the-one-big-beautiful-bill

Tax On Death Explained by @taxleverage https://youtube.com/shorts/hJiVrwTD5do?si=xdw6skMXabCKvlkx _______________ 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. 46

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What is a QCD? Qualified Charitable Distributions https://youtu.be/vpdl1ZUlcNc?si=_TBI7CboNi9bFMtc

7 Reasons NOT to Convert to a ROTH IRA https://youtu.be/ajbi8hkakn4?si=HJultk0gJRDwG_Oy

Making the Most of Catch-Up Contributions https://youtu.be/ng129TKYiEQ?si=8Dste3S8NeuUcyKG

What are the Rules for RMDs on Inherited IRAs? https://youtu.be/43TvJ4lkyMk?si=5xd8tSHXzIibmA5M

Mega Backdoor Roth Strategy https://youtu.be/eEKbnn8svQ8?si=EDoDAlFGKFQm9goO

Sources: Annual QCD Limits for 2025 (IRS) https://www.irs.gov/newsroom/give-more-tax-free-eligible-ira-owners-can-donate-up-to-105000-to-charity-in-2024

#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.

Education Center: https://bit.ly/49DibGj

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What Is a QCD? Qualified Charitable Distributions - America's Wealth Management Show https://youtu.be/vpdl1ZUlcNc?si=osuc1VAoiAKcFNYE

The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=Me3T2uhrSxPuJUrY

Healthcare Costs for 2026: What You Need to Know https://youtu.be/JVOnl_AKQoQ?si=TijZekzNf_j3tJxy

What Is Modified Adjusted Gross Income? (MAGI) https://youtu.be/PmfNAwK6B9s?si=bU7YMnfEYcqrr3mi

What are the Rules for RMDs on Inherited IRAs? https://youtu.be/43TvJ4lkyMk?si=29zf4i327CXAuNWN

Sources: Standard Deduction vs. Itemized Deductions: Which Is Better? https://turbotax.intuit.com/tax-tips/tax-deductions-and-credits/tax-deduction-wisdom-should-you-itemize/L8Ln7K0Gp

2025 Amounts Relating to Retirement Plans and IRAs, as Adjusted for Changes in Cost-of-Living https://www.irs.gov/pub/irs-drop/n-24-80.pdf #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.