America's Wealth Management Show

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The Early Retiree's Guide to ACA Subsidies https://youtu.be/7kABojJY5fg?si=cgy6uGw88sQwjjgQ

What's an HSA and How Should You Fund It? https://youtu.be/KN5tIHSo3sY?si=NU4X8jsTaFM5Gw3R

Retiring Early? Plan Your Health Insurance Before 65 https://youtu.be/TWbLX8Y5sJ8?si=0qT8czrzWVRwdkwc

Tax Reduction Strategies: https://bit.ly/42K4P6W

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

Sources: • Fidelity Retiree Health Care Cost Estimate: https://soundmindinvesting.com/articles/retiree-health-care-costs-keep-rising-according-to-fidelity-study#:~:text=The%20company%20says%20a%2065,up%20from%20%24330%2C000%20last%20year. • https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e#_edn1#_ednref3 • Genworth Cost of Care Survey: https://www.genworth.com/aging-and-you/finances/cost-of-care.html • IRS Rules & Contribution Limits for HSAs: https://www.irs.gov/publications/p969 • Kaiser Family Foundation (KFF) on Health Costs: https://www.kff.org/health-costs/ __________________________________________ 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. 40 Qualifying for ACA Subsidies

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Tax Reduction Strategies: https://bit.ly/46vyEKD

Retirement Checklist: https://bit.ly/4q3zMNs _______________________________________________________________

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/4nAYbZ8

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Tax Reduction Strategies: https://bit.ly/46ZgukF

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

Sequence of Returns Risk and Why Timing Matters: https://bit.ly/3IyOQ4J

Missouri Bill Aims to Eliminate Capital Gains Tax: https://bit.ly/479Mjq3

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

Required Minimum Distribution Case Study https://youtu.be/_t7XTSfU1po?si=WQbwICah-l672l32

Sources: • Medicare Open Enrollment (Medicare.gov): https://www.medicare.gov/sign-up-change-plans/joining-a-health-or-drug-plan • IRS on Tax-Loss Harvesting & Capital Gains: https://www.irs.gov/taxtopics/tc409 • IRS on Qualified Charitable Distributions (QCDs): https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals • IRS 2025 Retirement Plan Contribution Limits (Note: Link reflects current data; will update when 2025 limits are finalized): https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000 • Vanguard on Rebalancing: https://investor.vanguard.com/investor-resources-education/portfolio-management/rebalancing-your-portfolio • IRS on RMD Penalties (SECURE 2.0 Changes): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs • Medicare IRMAA Parts B & D Surcharges (Medicare.gov): https://www.medicare.gov/your-medicare-costs/part-b-costs/part-b-premiums • IRS Rules for Beneficiaries (SECURE Act): https://www.irs.gov/retirement-plans/plan- participant-employee/retirement-topics-beneficiary https://www.ssa.gov/oact/STATS/table4c6.html

__________________________________________ 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. 39 What to Expect From a Tax Advisor

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Tax Reduction Strategies: https://bit.ly/42ZwD7d

Retirement Checklist: https://bit.ly/4gXPvcM _______________________________________________________________

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.

Start your journey with our financial resources: https://bit.ly/46MY6Ks Meet with Us: https://bit.ly/4ntBoy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Charitable Giving in Retirement https://youtu.be/VhtfUCjTesw?si=-JRM5WnlwekurLY_

2025 Withdrawal Strategy for Retirement https://youtu.be/8P8E95_287s?si=fJSXgl4me66qRGri

Are You Overpaying Your Taxes? https://youtu.be/1HOMhM2n4Bs?si=_RKjfnYgUfWWc1vZ

Tax Reduction Strategies: https://bit.ly/48JpFHd

Retirement Checklist: https://bit.ly/4nul1kV

10 Ways to fight inflation in retirement: https://bit.ly/3Kuxq9U

Sources: • Genworth Cost of Care Survey: https://www.genworth.com/aging-and-you/finances/cost-of-care.html • FINRA on Diversification: https://www.finra.org/investors/learn-to-invest/key-investing-concepts/diversification • IRS on Retirement Plan Distributions (Tax Treatments): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-taxation-of-distributions • IRS on Qualified Charitable Distributions (QCDs): https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals • Fidelity on Beneficiary Designations (Replaces broken Kiplinger link): https://www.fidelity.com/viewpoints/personal-finance/beneficiary-blunders

Tax Tips in 10 or Less Ep. 38 3 Things to Do With Your IRA Before 2026

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How Does Volatility Impact RMDs? https://youtu.be/gp0-b-Hj5g8?si=GKexISxf_r_lJm7K What's Your Required Beginning Date? https://youtu.be/vPE_PApP5ac?si=f3ueZc9bR8-Q62q Making the Most of Catch-Up Contributions https://youtu.be/ng129TKYiEQ?si=My0VlqHJ0h_q2Lw0

_______________________________________________________________

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.

Start your journey with our financial resources: https://bit.ly/46qJTTg Meet with Us: https://bit.ly/3Voi7BV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

5 Reasons TO Convert to a Roth IRA https://youtu.be/MEs5rh62m28?si=CZ9VJNcoEwqBdAMV

How Do In-Plan Roth Conversions Work? https://youtu.be/AxkfOUXYq-0?si=mAMXXjlRwAz27lfP

Claiming Social Security at 62, 67, or 70 https://youtu.be/UX-qusd6fZE?si=RodH2gUPsFIc49eD

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

Retirement Checklist: https://bit.ly/3I2bfar

Sources: Research, Statistics & Policy Analysis https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/2025-06.html

50+ Essential Retirement Statistics for 2024 https://www.annuity.org/retirement/retirement-statistics/

Calculate the cost of long-term care near you https://www.carescout.com/cost-of-care

The Average Monthly Social Security Check: August 2025 https://www.kiplinger.com/retirement/social-security/average-monthly-social-security-check#:~:text=When%20it%20comes%20to%20using%20data%2C%20averages,the%20numbers%20to%20get%20even%20more%20clarity

The average 401(k) balance by age https://www.empower.com/the-currency/life/average-401k-balance-age _______________ 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. 36 Reducing Taxable Income with 3 Strategies

Education Center: https://bit.ly/4m3oaqh

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Retirement Checklist: https://bit.ly/46v4eYN

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Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?si=8GH9N1FL_1PgLO9y

Roth Conversions After Retirement https://youtu.be/LetCuugTXic?si=ixc-vvl2iihs9ny2

_______________________________________________________________

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.

Start your journey with our financial resources: https://bit.ly/41KWz65 Meet with Us: https://bit.ly/4p8hxps 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=tcERQokSumNJijaw

Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxjE4?si=oPSlRoDLr87Nhv_8

2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) https://youtu.be/bJheB6qKsvg?si=fsmNVeNCJgAUcnWA

Tax Reduction Strategies: https://bit.ly/46uYApz

Retirement Checklist: https://bit.ly/4mdF05Y

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_______________ 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. 35 Converting to a Roth IRA After Age 60

Get your journey off to a great start with our financial resources: https://bit.ly/45U0Xkg

Meet with Us: https://bit.ly/4n4Fehf

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Reasons TO Convert to a Roth IRA

https://youtu.be/MEs5rh62m28?si=8cuFauGvQkLrkWT8 Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?si=GbZGXGGwhC-u-8k5 Roth Conversions After Retirement https://youtu.be/LetCuugTXic?si=5pGAYrFWURGoR86t

Tax Reduction Strategies: https://bit.ly/4mG0Xvz

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

#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.