Mary Beth Franklin on the Social Security Fairness Act
America's Wealth Management Show
Mary Beth Franklin on the Social Security Fairness Act Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Retirement Checklist: Meet with Us: Learn More About Mary Beth Franklin: Tax Strategies for High Income Earners: 5 Reasons TO Convert to a Roth IRA: Pension Plans: Defined Benefit vs. Defined Contribution: Maximizing Social Security Benefits: Roth Conversion Questions from the Internet: 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch:
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Tax Tips in 10: Tax Strategies for High Income Earners
America's Wealth Management Show
Tax Tips in 10 or Less Ep. 008 Tax Strategies for High Income Earners Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Roth Conversion Case Studies: Tax Reduction Strategies: Meet with Us: HSA Tax Advantages with Marty James: 5 Reasons TO Convert to a Roth IRA: Charitable Giving in Retirement: Roth vs. Traditional:
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5 Reasons to Retire
America's Wealth Management Show
5 Reasons to Retire Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Retirement Checklist: Meet with Us: Trivia Sources: Tax Tips in 10 or Less Playlist: Maintaining Financial Wellness: Must-Knows for Couples Retirement Planning: 6 Levels of Wealth: 5 Questions About Long-Term Care Insurance: Navigating Tough Money Conversations: How to Budget at Different Life Stages: Generational Wealth Management:
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Tax Tips in 10: What Is the Social Security Fairness Act?
America's Wealth Management Show
Tax Tips in 10 or Less Ep. 007 What Is the Social Security Fairness Act? Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Roth Conversion Case Studies: Tax Reduction Strategies: Meet with Us: IRA RMD Requirements:
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6 Levels of Wealth
America's Wealth Management Show
6 Levels of Wealth Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Retirement Checklist: Meet with Us: Fidelity 2024 State of Wealth Mobility Study: US Currency Source: What Is Wealth? 4 Types of Wealth: 5 Types of Financial Plans: The Junk Drawer Approach to Retirement Planning: 5 Wealth Building Challenges: 15 Years from Retirement: Stress Testing Your Financial Plan: 2025 Taxes: What to Watch with Marty James, CPA: What’s Going On in the Bond Market?: Generational Wealth Management: ...
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Tax Tip in 10: Roth Five Year Rule
America's Wealth Management Show
Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Tax Rates Sunset in 2026: Roth Conversion Case Studies: Tax Reduction Strategies: Meet with Us: Roth 5 Year Rules: What You Need to Know: 5 Reasons TO Convert to a Roth IRA: Maximizing In-Plan Roth Conversions for 401(k)s:
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15 Years Before Retirement
America's Wealth Management Show
15 Years Before Retirement Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Retirement Checklist: Meet with Us: What is a Monte Carlo Sim: Kelce Trailer: American Bankruptcy Institute: Trivia Source for Football Question: 10 Years from Retirement: 4 Tasks to Address: 5 Types of Financial Plans: Roth vs. Traditional with Marty James, CPA: Why When You Retire Matters: Stress Testing Your Financial Plan: Generational Wealth Management:
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Tax Tips in 10: 5 Tax Filing Errors to Avoid
America's Wealth Management Show
Tax Tips in 10 or Less Ep. 005 5 Tax Filing Errors to Avoid Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Tax Rates Sunset in 2026: Roth Conversion Case Studies: Tax Reduction Strategies: Meet with Us: 5 Reasons TO Do a Roth Conversion: 2025 Taxes: What to Watch: 2025 Tax Brackets & Contribution Limits: Charitable Giving in Retirement:
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Maintaining Financial Wellness
America's Wealth Management Show
Maintaining Financial Wellness Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Retirement Plan Checklist: Meet with Us: Vanguard’s Guide to Financial Wellness: CFPB Making Ends Meet 2024: Bankrate 2025 Emergency Savings Report: Savings Goals for Retirement: Where Should I Save My Money?: HSA Tax Advantages: Should I Get Out of Debt Before I Retire?: Charitable Giving in Retirement: 10 Years from Retirement: 4 Tasks to Address: 5 Types of Financial Plans:
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Tax Tips in 10: 5 Reasons TO Convert to a Roth IRA
America's Wealth Management Show
Tax Tips in 10 or Less Ep. 004 5 Reasons TO Convert to a Roth IRA Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: Meet with us: Roth Conversion Case Studies: Tax Reduction Strategies: Roth vs. Traditional: Taxes and Penalties on Roth Accounts: 5 Reasons NOT to Convert to a Roth IRA: MEGA Backdoor Roth IRA: The Great Wealth Transfer Is Upon Us: 2025 Tax Brackets & Contribution Limits: ACA Subsidies: How Do You Qualify for Them: Generational Wealth Management:
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Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
Retirement Checklist: https://bit.ly/42YtllL
Meet with Us: https://bit.ly/4gLQkDS
Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf
US Currency Source: https://www.uscurrency.gov/history/index.html
What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc
5 Types of Financial Plans: https://youtu.be/070KObJIAvI
The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4
5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio
15 Years from Retirement: https://youtu.be/dLPxSfY7P8I
Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU
What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w
Generational Wealth Management: https://youtu.be/nGDtTd34bRE