America's Wealth Management Show

Meet with us: https://bit.ly/4tjvl2m Ed center: https://bit.ly/4rxbQlt Retirement checklist: https://bit.ly/46vMaNM Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/3Yn_m-k9Rk0  https://youtu.be/lSy5ggQWmn8  https://youtu.be/2eU3mv_rmr0  https://youtu.be/hN42aRqv-1g  Sources: https://www.ada.gov/topics/intro-to-ada/  https://www.westernsouthern.com/life-insurance/what-is-a-critical-illness-rider  https://www.cancer.gov/publications/dictionaries/cancer-terms/def/medical-power-of-attorney  https://www.aarp.org/caregiving/basics/memory-care-alzheimers-dementia/  https://www.investopedia.com/terms/s/sequence-risk.asp  https://www.modwm.com/sequence-of-returns-risk-and-why-timing-matters/  #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.

Education Center: https://bit.ly/4aQZv6x  Meet with Us: https://bit.ly/3LDIMtb  Retirement Checklist: https://bit.ly/3NadURD  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  5 Stealth Taxes To Watch Out For https://youtu.be/RCr6BLuG3qY  What Are The Tax Benefits of Charitable Donations? https://youtu.be/RmiJyyuhmj0  Roth Conversion Strategies Under the Big Beautiful Bill https://youtu.be/hQRWwtbY_dE    IRA RMD Requirements https://youtu.be/DF13FV4EhCU   The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8  Sources: https://www.modwm.com/catch-up-contributions-for-your-retirement-plan/  https://www.modwm.com/2026-401k-and-ira-contribution-limits/  https://www.ssa.gov/forms/ssa-44.pdf  https://www.modwm.com/donor-advised-funds/   https://www.modwm.com/2026-tax-brackets/  _______________ 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/3LccpSl  Meet with Us: https://bit.ly/49krWIZ  Retirement Checklist: https://bit.ly/4b1DoKR  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/5CHb7BAAI2Q?si=iCDymwGcVQAMlwI5  https://youtu.be/N8MiXAKTbmc?si=-e8KTbg4aTDHFPJ7  https://youtu.be/ZmYxM_xBmmw?si=DwdU_5ElW_VCiuRy  https://youtu.be/uUL3Q1VbkRc?si=VuzAFZ4m6iA8ip7V  https://youtu.be/ze1sYnh_VR8?si=HZ1KHcxeOfhLbTey  https://youtu.be/uUL3Q1VbkRc?si=FThlCk2GzO4QUzO8  https://youtu.be/bubZLJUdIlI?si=tTZBHWt9rNeBf_7V  https://youtu.be/C7_GdgN502Q?si=VEGqXcL3tbePwobW  Sources: https://youtu.be/5CHb7BAAI2Q  https://youtu.be/N8MiXAKTbmc  https://youtu.be/ZmYxM_xBmmw  https://youtu.be/uUL3Q1VbkRc  https://www.modwm.com/donor-advised-funds/  https://youtu.be/C7_GdgN502Q  #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.

Education Center: https://bit.ly/4jyY8M2  Meet with Us: https://bit.ly/3N9FzCd  Retirement Checklist: https://bit.ly/49PHqVk  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  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 Education Center: https://bit.ly/48Outta  Meet with Us: https://bit.ly/48S9F5D  Retirement Checklist: https://bit.ly/4j1cFzP  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   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.

Education Center: https://bit.ly/4qccGTM  Meet with Us: https://bit.ly/4q8ISri  Retirement Checklist: https://bit.ly/4shrp1U  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  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.

Education Center: https://bit.ly/4oVmosU  Meet with Us: https://bit.ly/44wooAu  Estate Planning Guide: https://bit.ly/3KSSQxW  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 Ep 48. Education Center: https://bit.ly/48V35db  Meet with Us: https://bit.ly/48OQZCd  Tax Reduction Strategies: https://bit.ly/4q3X9p9  Retirement Checklist: https://bit.ly/4pD7Qzk  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  Meet with Us: https://bit.ly/4oOUoa4  Tax Reduction Strategies: https://bit.ly/4q4ZVdK  Retirement Checklist: https://bit.ly/4pzOcnH  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 Education Center: https://bit.ly/4oxyjwO  Meet with Us: https://bit.ly/3XAegCT  Tax Reduction Strategies: https://bit.ly/4peI3gq  Retirement Checklist: https://bit.ly/4posuDi  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   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.

Education Center: https://bit.ly/4427vNR Meet with Us: https://bit.ly/3KtKpsT Tax Reduction Strategies: https://bit.ly/4rzc24n Retirement Checklist: https://bit.ly/4pEoKx4 Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  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 Education Center: https://bit.ly/48lVsfJ  Meet with Us: https://bit.ly/484nuNL  Retirement Checklist: https://bit.ly/4p048iJ  Tax Reduction Strategies: https://bit.ly/4okyifA  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   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  Meet with Us: https://bit.ly/3Kr8joL  Retirement Checklist: https://bit.ly/49GY8XB  Tax Reduction Strategies: https://bit.ly/3LVs9Jr  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  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.

Education Center: https://bit.ly/4phV5JE  Meet with Us: https://bit.ly/3LNEDTm  Retirement Checklist: https://bit.ly/4r8IqKR  Tax Reduction Strategies: https://bit.ly/4o5fKQj  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxjE4?si=NZvJl-JXB9Lu3ifV  Ed Slott's 5 BIG Things to Plan for in 2025 https://youtu.be/y78pryUDG7o?si=y_Csy2DfXdWjrEPG  Ed Slott's 5 New Important Things to Plan For https://youtu.be/RyOdpnfVU6g?si=NOXx1jKXvuvI-bt4  The Retirement Savings Time Bomb Ticks LOUDER with Ed Slott https://youtu.be/gCM5t1e7L78?si=fL7HJE3aCNoha2hL  Sources: Source: Annual QCD Limit for 2025 (IRS) Find a link to this source in the description. https://www.irs.gov/newsroom/give-more-tax-free-eligible-ira-owners-can-donate-up-to-105000-to-charity-in-2024  https://www.fidelity.com/retirement-ira/required-minimum-distributions-qcds    #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. 44 Education Center: https://bit.ly/4hZj0eP  Meet with Us: https://bit.ly/47O05ic  Retirement Checklist: https://bit.ly/4nW5euK  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=wgLYfufJl2Bdx3zu  Capital Gains Rates in 2025 https://youtu.be/zjV_Xe2cpQQ?si=hGle8bIABcj3FGaj  Tax-Loss vs. Tax-Gain Harvesting https://youtu.be/MzdDOzQEAg8?si=NOCxGkEP9bw63WGl  #TaxTips #TaxPlanning #TaxPlan #investing  _______________________________________________________________ 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/49MKHVN  Meet with Us: https://bit.ly/47Svi3Y  Retirement Checklist: https://bit.ly/3JHiKnZ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  What Happened During The Great Recession of 2008 https://youtu.be/JWvbKmfBOTo?si=eDGUFzfX8sBwDoEW  What's up with Gold? Why Gold Prices Are Soaring? https://youtu.be/c7t_H6k2GW8?si=NG_BJ13t9YEPIDK_  Sources: Tony's Book https://www.amazon.com/Private-Markets-Building-Better-Portfolios/dp/139431308X  Alternative Allocations with Tony Davidow https://www.alternativesbyft.com/alternative-allocations-podcast    #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. 43 Get your journey off to a great start with our financial resources:  https://bit.ly/4n4vHpq  Meet with Us: https://bit.ly/4hbZmeQ  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o  Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE  Estate Tax vs. Inheritance Tax https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC  IRS - Gifts & Inheritances 1 https://www.irs.gov/faqs/interest-dividends-other-types-of-income/gifts-inheritances/gifts-inheritances-1  Tax Reduction Strategies: https://bit.ly/4n84DWn   Retirement Checklist: https://bit.ly/43av86k   #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.

Education Center: https://bit.ly/3L5gtU1  Meet with Us: https://bit.ly/4owBVQF  Retirement Checklist: https://bit.ly/435m2rv  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1    The Great Wealth Transfer Is Upon Us https://youtu.be/gJaz5xMAU0k?si=UkDIsSQjLbhxqDaj  Sources: Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048 https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048  This WSJ Poll Reveals a Huge Gender Gap on the Economy https://www.wsj.com/video/series/news-explainers/this-wsj-poll-reveals-a-huge-gender-gap-on-the-economy/105E7856-6FBB-4D23-A76A-8CC565719A7E?mod=Searchresults&pos=1&page=1  Money Stress Is Hurting Women's Overall Health https://www.ellevest.com/magazine/ellevest-financial-wellness-survey  Fed Data: https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/#range:1989.3,2024.1;quarter:138;series:Assets;demographic:generation;population:all;units:levels  USA Today Study: https://www.usatoday.com/money/blueprint/credit-cards/study-great-wealth-transfer-plans/  Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth   ________________________________________________________ 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.

Retirement Checklist: https://bit.ly/434WWct Meet with us: https://bit.ly/47Ld45o Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/JWvbKmfBOTo?si=F1Z6zyPM2bLwBnvJ  Sources: What Happened During the Great Recession? https://www.modwm.com/what-happened-during-the-great-recession/  What Was the Highest Price for Gold? https://investingnews.com/daily/resource-investing/precious-metals-investing/gold-  investing/highest-price-for-gold/  How gold became the world's refuge from uncertainty https://www.ft.com/content/97fd4dcd-f0df-4f98-a118-4a49c487ad3f  China Gold Reserves https://www.ceicdata.com/en/indicator/china/gold-reserves#:~:text=in%20Feb%202025%3F-,China%20Gold%20Reserves%20was%20reported%20at%20208.643%20USD%20bn%20in,table%20below%20for%20more%20data.  Gold Price History USD per Ounce https://www.bullionbypost.com/gold-price/gold-price-history/  Federal Reserve Meeting Fed Raises Rates Again https://www.nytimes.com/live/2023/07/26/business/fed-interest-rates  #gold #stockmarket #retirement  _______________ 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.

Education Center: https://bit.ly/47dVruP  Meet with Us: https://bit.ly/3Ww8Isy  Tax Reduction Strategies: https://bit.ly/3JvlNiN  Retirement Checklist: https://bit.ly/47eYovk  Cyber Security Risk Management: https://bit.ly/4nxYnYf  Sequence of Returns Risk: https://bit.ly/4hBFAKa  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Addressing Sequence of Returns Risk https://youtu.be/9P_HUmNuujE?si=JKCVuZt48LRx5ITP  Retiring at Market Highs - Barber Financial Group https://youtu.be/3trZTHOHsW0?si=9Yk1U2bwoZEmt3b0  Tax-Loss Harvesting vs. Tax-Gain Harvesting https://youtu.be/MzdDOzQEAg8?si=e-l-CFTlxc4UsgOq  5 REASONS to Have a Forward-Looking Tax Plan https://youtu.be/bubZLJUdIlI?si=ooOxWGcdSVuy8sxb  Sources: • FBI Internet Crime Complaint Center (IC3) - 2023 Elder Fraud Report: https://www.ic3.gov/Media/PDF/AnnualReport/2023_IC3ElderFraudReport.pdf  • USA Today Article on PayPal Phishing Scam: https://www.usatoday.com/story/news/nation/2025/07/01/paypal-phishing-scam-florida-couple/84415075007/  • Federal Trade Commission (FTC) on How to Recognize and Avoid Phishing Scams: https://www.ftc.gov/how-to-spot-recogn-and-avoid-phishing-scams  • FTC on Tech Support Scams: https://consumer.ftc.gov/articles/how-spot-avoid-and-report-tech-support-scams  • Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp  • CNBC Article on Nicolas Cage's Financial History: https://www.cnbc.com/2018/01/19/how- nicholas-cage-once-blew-his-entire-150-million-fortune.html • SEC on Avoiding Investment Fraud (including Ponzi Schemes): https://www.investor.gov/protect-your-investments/fraud/types-fraud/ponzi-scheme  • Video Clip: News Report on AI Voice Cloning Scams: https://youtu.be/pJZYd_65xs4?  si=nZ8l2vZ6JQvdAHIx   • Video Clip: Example of a Tech Support Scam: https://youtu.be/ltI7DXrNQCA? si=H_KQySbtfbcW2lCk  _______________________________________________________________________ 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.