America's Wealth Management Show

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

Tax Tips in 10 or Less Ep. 36 Reducing Taxable Income with 3 Strategies Education Center: https://bit.ly/4m3oaqh  Meet with Us: https://bit.ly/3JXo3zg  Tax Reduction Strategies: https://bit.ly/4n0rmo2  Retirement Checklist: https://bit.ly/46v4eYN  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   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 th

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  Subscribe to the Modern Wealth Management YouTube Channel so you never miss our Educational Series videos:  https://www.youtube.com/@MeetModernWealth?sub_confirmation=1 _______________ 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 Invest

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

Start your journey with our financial resources: https://bit.ly/4n65eYQ Meet with Us: https://bit.ly/4gaU3Mq   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Mega Backdoor Roth Strategy https://youtu.be/eEKbnn8svQ8?si=yebIFMa7orM8Iyfn  Money Walks Episode 2 https://youtube.com/shorts/RzOqnbEIAwI?si=yZcPsrpBg-Veuzrj  Tax Reduction Strategies: https://bit.ly/45XTa5a  Retirement Checklist: https://bit.ly/4n7DJ1a  Sources: • Average 401(k) Balance by Age (Vanguard "How America Saves"): https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2025/has/2025_How_America_Saves.pdf  • 401(k) Early Withdrawal Exceptions & Rule of 55 (IRS): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions  • Required Minimum Distribution (RMD) Rules (IRS): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs  • Explanation of Seq

Tax Tips in 10 or Less Ep. 34 401(k) Withdrawal Rules Get your journey off to a great start with our financial resources:  https://bit.ly/45TWtdo Meet with Us: https://bit.ly/47b2K70  Tax Reduction Strategies: https://bit.ly/3JUdKvJ  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Sources: 401(k) withdrawal rules: How to avoid penalties https://www.empower.com/the-currency/money/can-withdraw-401k-ira-penalty-free  What is the Rule of 55? https://www.fidelity.com/learning-center/personal-finance/what-is-rule-of-55  Substantially equal periodic payments https://www.irs.gov/retirement-plans/substantially-equal-periodic-payments  #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 Invest

How Much Do You Need to Retire? https://bit.ly/4mCifK8 Start your journey with our financial resources: https://bit.ly/3HuIG5e Meet with Us: https://bit.ly/47cynNx   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) https://youtu.be/bJheB6qKsvg?si=7O9-zA7kvnngMLZr  Sources: •       Americans Believe They Will Need $1.26 Million to Retire Comfortably According to Northwestern Mutual 2025 Planning & Progress Study https://news.northwesternmutual.com/2025-04-14-Americans-Believe-They-Will-Need-1-26-Million-to-Retire-Comfortably-According-to-Northwestern-Mutual-2025-Planning-Progress-Study  • Federal Reserve 2022 Survey: Survey of Consumer Finances  https://www.federalreserve.gov/publications/files/scf23.pdf  • Fidelity Estimate: Retiree Health Care Costs  https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely

Education Center: https://bit.ly/4lFi3Zf  Meet with Us: https://bit.ly/4oM3ndp  Tax Reduction Strategies: https://bit.ly/3UzcsZp  Retirement Plan Checklist: https://bit.ly/41icf0u  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   What to Do with Inheritance https://youtu.be/B4mTbCUuFGE?feature=shared  Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?feature=shared  IRA RMD Requirements https://youtu.be/DF13FV4EhCU?feature=shared  Tax Strategies for High Income Earners https://youtu.be/8S6Dc9TqMVc?feature=shared   

Education Center: https://bit.ly/3HjmLOk  Meet with Us: https://bit.ly/3HKFeDt  Tax Reduction Strategies: https://bit.ly/3UyWqyG  Retirement Plan Checklist: https://bit.ly/45tZ3rK  What is Tax Diversification? https://bit.ly/41Pcccw  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Charitable Giving in Retirement https://youtu.be/VhtfUCjTesw?feature=shared  Asset Location - The Three Tax Buckets https://youtu.be/V6WM3iE0iow?feature=shared  What is Tax Diversification? - Barber Financial Group https://youtu.be/jJ-rdAAiSes?feature=shared  The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?feature=shared  IRA RMD Requirements https://youtu.be/DF13FV4EhCU?feature=shared  Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?feature=shared  Check out this video by  ⁨@taxleverage⁩   - Why You Don't Want a Tax Refund: https://youtube.com/shorts/jKZT1KpN5dU?feature=shared  Sources: SUMMARY of

Tax Tips in 10 or Less Ep. 32 How Does Volatility Impact RMDs? Education Center: https://bit.ly/45K5RBD  Meet with Us: https://bit.ly/4oAmS8O  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   IRA RMD Requirements https://youtu.be/DF13FV4EhCU?si=JbuhO-q9XOrEw30r  What's Your Required Beginning Date? https://youtu.be/vPE_PApP5ac?si=zHG25xhuW0Vt4xZW 

Start your journey with our financial resources: https://bit.ly/4lncHS3 Meet with Us: https://bit.ly/41C9ZkF   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  7 Reasons Why Retirement Planning Is Important  https://youtu.be/o-0-gNiI0Pg?si=3B7ykLuD5v0HZ_bF  What is a Good Monthly Income in Retirement? https://youtu.be/ZmYxM_xBmmw?si=0bUJ0TRIrUtaoBpc  Claiming Social Security at 62, 67, or 70 https://youtu.be/UX-qusd6fZE?si=A9i_bvA2YRa_hNg8  The 4 Phases of Retirement https://youtu.be/ii8S5_PCiyQ?si=bgCgGqVSHp8bGmI2  Risk Management Covering Your Assets https://youtu.be/nrYRM0Do_zc?si=dORBL3_w4RkreBm3  2025 Withdrawal Strategy for Retirement https://youtu.be/8P8E95_287s?si=LOoReQX0sPvHmDwv  Tax Reduction Strategies: https://bit.ly/4oAm83w  Retirement Plan Checklist: https://bit.ly/4fALiuR Sources: https://www.annuity.org/retirement/retirement-statistics/  https://www.bls.gov/spotlight/2024/celebrating-50-years-of-protected-retirement-plans/-s

Education Center: https://bit.ly/3JinjEr  Meet with Us: https://bit.ly/46HWN1e  Affordable Care Act Subsidies: https://bit.ly/4lUktUJ  The OBBBA: What to know: https://bit.ly/4moUa8X  The Impact of the Big Beautiful Bill on Your Retirement: https://youtu.be/ze1sYnh_VR8?si=OwJ_VOqhxoC5CDir  Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc?si=Nmadzi5uSqbit35d  Sources: Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - https://blog.ssa.gov/social-security-applauds-passage-of-legislation-providing-historic-tax-relief-for-seniors/  House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - https://waysandmeans.house.gov/2025/02/25/house-passes-budget-resolution-to-advance-one-big-beautiful-bill-that-will-deliver-tax-relief-to-working-families/ 

Education Center: https://bit.ly/45tHN5Q  Meet with Us: https://bit.ly/3UIurfO  Tax Reduction Strategies: https://bit.ly/4fonn1I  Retirement Plan Checklist: https://bit.ly/4omYeZi  The OBBBA: What to know: https://bit.ly/4lZEN7f  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://www.youtube.com/@UCAM1LgQzNBSNOXylNOgEYrw  Asset Location - The Three Tax Brackets https://youtu.be/V6WM3iE0iow?si=SxIj4P5_hn5FEGxM  When is it Time to Retire? https://youtu.be/iKny1bBxukY?si=dJ0EgkHmQ8sgILmK  5 Signs You're Saving Too Much for Retirement https://youtu.be/--7GHuB2k0s?si=1ioBDQzmrijNH5qU  Making The Most of Catch-Up Contributions https://youtu.be/ng129TKYiEQ?si=B3HCq-Lx06GexJPy  Claiming Social Security at 62, 67, or 70 https://youtu.be/UX-qusd6fZE?si=GfmGjv-vwNC3sPsg  The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=Rs6z8TcA-LdOPPkp  Retiring Before 65? Your Health Insurance Game Plan https

Tax Tips in 10 or Less Ep. 30 Tax Changes from the Big Beautiful Bill Pt.1 Get your journey off to a great start with our financial resources:  https://bit.ly/4fb0oqu  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   New Tax Rules from the Big Beautiful Bill Explained https://youtu.be/ze1sYnh_VR8?si=R33JTnZQdBY22ExK  Meet with Us:  https://bit.ly/4fkJdmK  New Tax Provisions in the OBBBA: https://bit.ly/45q57kW  The OBBBA: What to know: https://bit.ly/3IQTjiZ  Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - https://blog.ssa.gov/social-security-applauds-passage-of-legislation-providing-historic-tax-relief-for-seniors/  House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - https://waysandmeans.house.gov/2025/02/25/house-passes-budget-resolution-to-advance-one-big-beautiful-bill-that-will-deliver-tax-relief-to-working-families/ 

Education Center: https://bit.ly/4miwNxL  Meet with Us: https://bit.ly/3J9h6dW  Tax Reduction Strategies: https://bit.ly/458b5pd  Retirement Plan Checklist: https://bit.ly/4fnRA0Q  Affordable Care Act Subsidies: https://bit.ly/4o4QnPM  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retire Early What Does it Take - https://youtu.be/CCCT0CEJbYY?si=Y31OV0340yeIBse6  Health Care Costs During Retirement https://youtu.be/7ffrE3wnBuc?si=KsYp2tbSwzLPjCgh  Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=INR3Nddg47keDkBq  Make the Most of Your HSA’s Tax-Free Potential https://youtu.be/KN5tIHSo3sY?si=6wTe42e3WiPgc5sYc  The Three Tax Buckets https://youtu.be/V6WM3iE0iow?si=WQ32yLu18B6G2KX0  Sources: https://www.americashealthrankings.org/learn/reports/2025-senior-report  https://www.kiplinger.com/retirement/average-cost-of-health-care-by-age    https://www.ncpssm.org/documents/medicare-policy

Meet with Us: https://bit.ly/46pexhM Education Center: https://bit.ly/40wT9U1 Tax Reduction Strategies: https://bit.ly/40ZpzGM Retirement Plan Checklist: https://bit.ly/45eZ02J  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Health Care Costs During Retirement -  https://youtu.be/7ffrE3wnBuc?si=E50HdAH_Bqt32LCJ 

Meet with Us: https://bit.ly/46jONTT Education Center: https://bit.ly/3GYpVqg Tax Reduction Strategies: https://bit.ly/3GZl3RJ Retirement Plan Checklist: https://bit.ly/4f4WUpx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What Is Modified Adjusted Gross Income? (MAGI) - https://youtu.be/PmfNAwK6B9s?si=WXwWVmseWtcWziYY What is Tax Diversification? - Barber Financial Group - https://youtu.be/jJ-rdAAiSes?si=WHqd9nLteyi19DOx  Tax Strategies for High Income Earners - https://youtu.be/8S6Dc9TqMVc?si=089RILqMR-YleUdj  The OBBBA: What to know: https://bit.ly/3TPKS9V  New Tax Provisions in the OBBBA: https://bit.ly/4kVlHhf  Affordable Care Act Subsidies: https://bit.ly/4msycSL  Subscribe to the Modern Wealth Management YouTube Channel so you never miss our Educational Series videos.  https://www.youtube.com/@MeetModernWealth?sub_confirmation=1  Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors

Meet with Us: https://bit.ly/4lv0dbU  Education Center: https://bit.ly/3IPh3DS  Tax Reduction Strategies: https://bit.ly/3UfI99L  Retirement Plan Checklist: https://bit.ly/46eOMjY   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=SHh6CzvrIgTSaRMD 5 Key Estate Planning Items to Addresshttps://youtu.be/Q_alVikgn6c?si=vXaA_1UikXfKomGW 

Meet with Us: https://bit.ly/40WrGuR  Education Center: https://bit.ly/466uVDA  Tax Reduction Strategies: https://bit.ly/4kHC2Wy  Retirement Plan Checklist: https://bit.ly/44vLWWA  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Key Estate Planning Items to Address https://youtu.be/Q_alVikgn6c?si=SCz-FwTFXI6D8Tb_ Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=gIJVA8tYWz8gezj0  

Tax Tips in 10 or Less Ep. 027 What is Modified Adjusted Gross Income? (MAGI) Get your journey off to a great start with our financial resources: https://bit.ly/44GUJUw   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth vs Traditional - https://youtu.be/bBdbMcmg4L8?si=D4MKVBM3Ofh-7YkI  5 Reasons to Have a Forward-Looking Tax Plan - https://youtu.be/bubZLJUdIlI?si=qym3SfsQGO2t2HOA  What is Provisional Income? - https://youtu.be/td0YaT8plqg?si=WzcDWbY2LpeLFVDa  Meet with Us: https://bit.ly/45UQ7fG Tax Reduction Strategies: https://bit.ly/3U37F1S  Roth Conversion Case Studies: https://bit.ly/3IAAAb2