Tax Tips in 10: Things to Know About Trump Accounts

Tax Tips in 10 Ep 48.

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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/ 

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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.