America's Wealth Management Show
Modern Wealth Management presents America's Wealth Management Show with Dean Barber. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, America’s Wealth Management Show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
info_outline
7 Reasons NOT to Convert to a ROTH IRA
11/20/2025
7 Reasons NOT to Convert to a ROTH IRA
Education Center: Meet with Us: Retirement Checklist: Tax Reduction Strategies: Subscribe on YouTube to Catch our Videos: Roth Conversion Decisions for 2025 Ed Slott's 5 BIG Things to Plan for in 2025 Ed Slott's 5 New Important Things to Plan For The Retirement Savings Time Bomb Ticks LOUDER with Ed Slott Sources: Source: Annual QCD Limit for 2025 (IRS) Find a link to this source in the description. #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/39103310
info_outline
Tax Tips in 10: Taxes on Investment Income
11/17/2025
Tax Tips in 10: Taxes on Investment Income
Tax Tips in 10 or Less Ep. 44 Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: What is Modified Adjusted Gross Income? (MAGI) Capital Gains Rates in 2025 Tax-Loss vs. Tax-Gain Harvesting #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/39010695
info_outline
What Are Alternative Investments? Tony Davidow's Guide to Private Markets
11/13/2025
What Are Alternative Investments? Tony Davidow's Guide to Private Markets
Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: What Happened During The Great Recession of 2008 What's up with Gold? Why Gold Prices Are Soaring? Sources: Tony's Book Alternative Allocations with Tony Davidow #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/39010625
info_outline
Tax Tips in 10: 3 Things to Know About Inheritance and Taxes
11/10/2025
Tax Tips in 10: 3 Things to Know About Inheritance and Taxes
Tax Tips in 10 or Less Ep. 43 Get your journey off to a great start with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: What is a Step-Up and Step-Down in Basis? Wills vs. Trusts: What's the Difference? Estate Tax vs. Inheritance Tax IRS - Gifts & Inheritances 1 Tax Reduction Strategies: Retirement Checklist: #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38973040
info_outline
The $124 Trillion Transfer: Why 70% of Women Aren't Prepared
11/06/2025
The $124 Trillion Transfer: Why 70% of Women Aren't Prepared
Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: The Great Wealth Transfer Is Upon Us Sources: Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048 This WSJ Poll Reveals a Huge Gender Gap on the Economy Money Stress Is Hurting Women’s Overall Health Fed Data: USA Today Study: Ramsey Solutions Article: ________________________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38868440
info_outline
How a U.S. "Weaponized Dollar" Sent Gold Soaring
11/03/2025
How a U.S. "Weaponized Dollar" Sent Gold Soaring
Retirement Checklist: Meet with us: Subscribe on YouTube to Catch our Videos: Sources: What Happened During the Great Recession? What Was the Highest Price for Gold? investing/highest-price-for-gold/ How gold became the world’s refuge from uncertainty China Gold Reserves . Gold Price History USD per Ounce Federal Reserve Meeting Fed Raises Rates Again #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38868450
info_outline
Financial Advisors React to Financial Horror Stories: Scams, Sequence of Returns Risk, & More
10/30/2025
Financial Advisors React to Financial Horror Stories: Scams, Sequence of Returns Risk, & More
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Cyber Security Risk Management: Sequence of Returns Risk: Subscribe on YouTube to Catch our Videos: Addressing Sequence of Returns Risk Retiring at Market Highs - Barber Financial Group Tax-Loss Harvesting vs. Tax-Gain Harvesting 5 REASONS to Have a Forward-Looking Tax Plan Sources: • FBI Internet Crime Complaint Center (IC3) - 2023 Elder Fraud Report: • USA Today Article on PayPal Phishing Scam: • Federal Trade Commission (FTC) on How to Recognize and Avoid Phishing Scams: • FTC on Tech Support Scams: • Explanation of Sequence of Returns Risk (Investopedia): • 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): • Video Clip: News Report on AI Voice Cloning Scams: ? si=nZ8l2vZ6JQvdAHIx • Video Clip: Example of a Tech Support Scam: ? 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38797870
info_outline
Tax Tips in 10: 5 Stealth Taxes To Watch Out For
10/27/2025
Tax Tips in 10: 5 Stealth Taxes To Watch Out For
Tax Tips in 10 or Less 5 Stealth Taxes To Watch Out For Get your journey off to a great start with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: Tax Reduction Strategies: Retirement Checklist: _______________________________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38745830
info_outline
5 Key Estate Planning Items to Address
10/23/2025
5 Key Estate Planning Items to Address
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: Wills vs. Trusts: What's the Difference? Generational Wealth Management Turning 18 Checklist: Legal and Financial Checklist for Parents and Teens Check Your Beneficiaries! Don't Learn the Hard Way Tax Reduction Strategies: Retirement Checklist: Sources: 5 Financial Planning Opportunities to Consider Before 2026 What Is Probate and Why Should I Avoid It?https://www.modwm.com/what-is-probate/ What Is a Living Trust and Do I Need One? 10 Retirement Income Streams Life Insurance in Retirement: Do I Still Need It? Estate Planning Mistakes to Avoid with Tim Denker Healthcare Costs During Retirement Financial Checklist After the Death of a Spouse Sample Financial Plan The Great Wealth Transfer Has Arrived What to Do with Inheritance __________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38745040
info_outline
Tax Tips in 10: Tax Planning for the Next Generation
10/20/2025
Tax Tips in 10: Tax Planning for the Next Generation
Tax Tips in 10 or Less Ep. 41 Tax Planning for the Next Generation Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Subscribe on YouTube to Catch our Videos: What is a Step-Up and Step-Down in Basis? Wills vs. Trusts: What's the Difference? Estate Tax vs. Inheritance Tax #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38598415
info_outline
Healthcare Costs for 2026
10/16/2025
Healthcare Costs for 2026
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: The Early Retiree's Guide to ACA Subsidies What's an HSA and How Should You Fund It? Retiring Early? Plan Your Health Insurance Before 65 Tax Reduction Strategies: Retirement Checklist: Sources: • Fidelity Retiree Health Care Cost Estimate: . • 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: • IRS Rules & Contribution Limits for HSAs: • Kaiser Family Foundation (KFF) on 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38595280
info_outline
Tax Tips in 10: Qualifying for ACA Subsidies
10/13/2025
Tax Tips in 10: Qualifying for ACA Subsidies
Tax Tips in 10 or Less Ep. 40 Qualifying for ACA Subsidies Get your journey off to a great start with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: Tax Reduction Strategies: Retirement Checklist: _______________________________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38394000
info_outline
Final Quarter Tasks to Address before 2026
10/09/2025
Final Quarter Tasks to Address before 2026
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Sequence of Returns Risk and Why Timing Matters: Missouri Bill Aims to Eliminate Capital Gains Tax: Subscribe on YouTube to Catch our Videos: Tax-Loss Harvesting vs. Tax-Gain Harvesting Required Minimum Distribution Case Study Sources: • Medicare Open Enrollment (Medicare.gov): • IRS on Tax-Loss Harvesting & Capital Gains: • IRS on Qualified Charitable Distributions (QCDs): • IRS 2025 Retirement Plan Contribution Limits (Note: Link reflects current data; will update when 2025 limits are finalized): • Vanguard on Rebalancing: • IRS on RMD Penalties (SECURE 2.0 Changes): • Medicare IRMAA Parts B & D Surcharges (Medicare.gov): • IRS Rules for Beneficiaries (SECURE Act): participant-employee/retirement-topics-beneficiary __________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38393985
info_outline
Tax Tips in 10: What to Expect From a Tax Advisor
10/06/2025
Tax Tips in 10: What to Expect From a Tax Advisor
Tax Tips in 10 or Less Ep. 39 What to Expect From a Tax Advisor Education Center: Meet with Us: Subscribe on YouTube to Catch our Videos: Tax Reduction Strategies: Retirement Checklist: _______________________________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38393950
info_outline
5 Strategies to Protect Your Wealth
10/02/2025
5 Strategies to Protect Your Wealth
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: Charitable Giving in Retirement 2025 Withdrawal Strategy for Retirement Are You Overpaying Your Taxes? Tax Reduction Strategies: Retirement Checklist: 10 Ways to fight inflation in retirement: Sources: • Genworth Cost of Care Survey: • FINRA on Diversification: • IRS on Retirement Plan Distributions (Tax Treatments): • IRS on Qualified Charitable Distributions (QCDs): • Fidelity on Beneficiary Designations (Replaces broken Kiplinger link):
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38393930
info_outline
Tax Tips in 10: Your IRA's 2026 Deadline - 3 Actions to Take Now
09/29/2025
Tax Tips in 10: Your IRA's 2026 Deadline - 3 Actions to Take Now
Tax Tips in 10 or Less Ep. 38 3 Things to Do With Your IRA Before 2026 Get your journey off to a great start with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: How Does Volatility Impact RMDs? What's Your Required Beginning Date? Making the Most of Catch-Up Contributions _______________________________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38366785
info_outline
What Should You Do 2 Years Away From Retirement?
09/18/2025
What Should You Do 2 Years Away From Retirement?
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: 5 Reasons TO Convert to a Roth IRA How Do In-Plan Roth Conversions Work? Claiming Social Security at 62, 67, or 70 Tax Reduction Strategies: Retirement Checklist: Sources: Research, Statistics & Policy Analysis 50+ Essential Retirement Statistics for 2024 Calculate the cost of long-term care near you The Average Monthly Social Security Check: August 2025 The average 401(k) balance by 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38256115
info_outline
Tax Tips in 10: 3 STRATEGIES to Reduce Taxable Income
09/15/2025
Tax Tips in 10: 3 STRATEGIES to Reduce Taxable Income
Tax Tips in 10 or Less Ep. 36 Reducing Taxable Income with 3 Strategies Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Subscribe on YouTube to Catch our Videos: Roth Conversions Before Retirement Roth Conversions After Retirement _______________________________________________________________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38168725
info_outline
Roth Conversion Strategies Under the Big Beautiful Bill
09/11/2025
Roth Conversion Strategies Under the Big Beautiful Bill
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: The Impact of the One Big Beautiful Bill on Your Retirement Roth Conversion Decisions for 2025 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) Tax Reduction Strategies: Retirement Checklist: Subscribe to the Modern Wealth Management YouTube Channel so you never miss our Educational Series videos: _______________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38163520
info_outline
Should You Convert to a Roth IRA After 60?
09/08/2025
Should You Convert to a Roth IRA After 60?
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: Meet with Us: Subscribe on YouTube to Catch our Videos: 5 Reasons TO Convert to a Roth IRA Roth Conversions Before Retirement Roth Conversions After Retirement Tax Reduction Strategies: Retirement Checklist: #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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38086920
info_outline
Everything You NEED To Know About Your 401(k) on National 401(k) Day!
09/04/2025
Everything You NEED To Know About Your 401(k) on National 401(k) Day!
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: Mega Backdoor Roth Strategy Money Walks Episode 2 Tax Reduction Strategies: Retirement Checklist: Sources: • Average 401(k) Balance by Age (Vanguard "How America Saves"): • 401(k) Early Withdrawal Exceptions & Rule of 55 (IRS): • Required Minimum Distribution (RMD) Rules (IRS): • Explanation of Sequence of Returns Risk (Investopedia): • Reddit Post for 'Asking for a Friend': _______________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/38077205
info_outline
Tax Tips in 10: 401(k) Withdrawal Rules You Need to Know
09/01/2025
Tax Tips in 10: 401(k) Withdrawal Rules You Need to Know
Tax Tips in 10 or Less Ep. 34 401(k) Withdrawal Rules Get your journey off to a great start with our financial resources: Meet with Us: Tax Reduction Strategies: Subscribe on YouTube to Catch our Videos: Sources: 401(k) withdrawal rules: How to avoid penalties What is the Rule of 55? 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 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37981990
info_outline
How Much Do You Need to Retire?
08/28/2025
How Much Do You Need to Retire?
How Much Do You Need to Retire? Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) Sources: • 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 • Fidelity Estimate: Retiree Health Care Costs • IRS Topic No. 701: Sale of Your Home (Section 121 Exclusion) • Reddit Thread: r/Medicare - IRMAA help? _______________ 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.
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37981955
info_outline
Tax Tips in 10: RMDs for Inherited IRAs
08/25/2025
Tax Tips in 10: RMDs for Inherited IRAs
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Plan Checklist: Subscribe on YouTube to Catch our Videos: What to Do with Inheritance Wills vs. Trusts: What's the Difference? IRA RMD Requirements Tax Strategies for High Income Earners
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37892315
info_outline
Tax Planning Beyond the Basics
08/21/2025
Tax Planning Beyond the Basics
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Plan Checklist: What is Tax Diversification? Subscribe on YouTube to Catch our Videos: Charitable Giving in Retirement Asset Location - The Three Tax Buckets What is Tax Diversification? - Barber Financial Group The Impact of the One Big Beautiful Bill on Your Retirement IRA RMD Requirements Roth Conversions Before Retirement Check out this video by @taxleverage - Why You Don't Want a Tax Refund: Sources: SUMMARY of P.L. 98-21, (H.R. 1900) Social Security Amendments of 1983-Signed on April 20, 1983 16th Amendment to the U.S. Constitution: Federal Income Tax (1913)
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37891310
info_outline
Tax Tips in 10: How Does Volatility Impact RMDs
08/18/2025
Tax Tips in 10: How Does Volatility Impact RMDs
Tax Tips in 10 or Less Ep. 32 How Does Volatility Impact RMDs? Education Center: Meet with Us: Subscribe on YouTube to Catch our Videos: IRA RMD Requirements What's Your Required Beginning Date?
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37804665
info_outline
When Will I Run Out of Money In Retirement?
08/14/2025
When Will I Run Out of Money In Retirement?
Start your journey with our financial resources: Meet with Us: Subscribe on YouTube to Catch our Videos: 7 Reasons Why Retirement Planning Is Important What is a Good Monthly Income in Retirement? Claiming Social Security at 62, 67, or 70 The 4 Phases of Retirement Risk Management Covering Your Assets 2025 Withdrawal Strategy for Retirement Tax Reduction Strategies: Retirement Plan Checklist: Sources: https://www.bls.gov/spotlight/2024/celebrating-50-years-of-protected-retirement-plans/-slide 2
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37804625
info_outline
Tax Tips in 10: Tax Changes from the Big Beautiful Bill Pt. 2
08/11/2025
Tax Tips in 10: Tax Changes from the Big Beautiful Bill Pt. 2
Education Center: Meet with Us: Affordable Care Act Subsidies: The OBBBA: What to know: The Impact of the Big Beautiful Bill on Your Retirement: Tax Strategies for High Income Earners: Sources: 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 -
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37664610
info_outline
DON'T Do these 5 Things Before Retirement
08/07/2025
DON'T Do these 5 Things Before Retirement
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Plan Checklist: The OBBBA: What to know: Subscribe on YouTube to Catch our Videos: Asset Location - The Three Tax Brackets When is it Time to Retire? 5 Signs You're Saving Too Much for Retirement Making The Most of Catch-Up Contributions Claiming Social Security at 62, 67, or 70 The Impact of the One Big Beautiful Bill on Your Retirement Retiring Before 65? Your Health Insurance Game Plan What is Tax Diversification? When is it Time to Stop Saving for Retirement?
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37664310
info_outline
Tax Tips in 10: Tax Changes from the Big Beautiful Bill
08/04/2025
Tax Tips in 10: Tax Changes from the Big Beautiful Bill
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: Subscribe on YouTube to Catch our Videos: New Tax Rules from the Big Beautiful Bill Explained Meet with Us: New Tax Provisions in the OBBBA: The OBBBA: What to know: 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 -
/episode/index/show/a0f61611-4234-4065-a623-1b224d674ce1/id/37620330