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.
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New Retirement Information for 2026, What's New?
01/05/2026
New Retirement Information for 2026, What's New?
Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: Y Sources: . #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.
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Tax Tips in 10: History of the U.S. Tax Code
12/29/2025
Tax Tips in 10: History of the U.S. Tax Code
Tax Tips in 10 Ep 50 Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: Sources: #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.
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Retirement Planning Takeaways from 2025
12/25/2025
Retirement Planning Takeaways from 2025
Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: Sources: Goldman Sachs, Morgan Stanley warn of a market correction: ‘Things run and then they pull back’ #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.
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Tax Tips in 10: How to Withdraw from Your IRA Before 59½ Without a Penalty
12/22/2025
Tax Tips in 10: How to Withdraw from Your IRA Before 59½ Without a Penalty
Tax Tips in 10 Ep 49 Education Center: Meet with Us: Retirement Checklist: Subscribe on YouTube to Catch our Videos: The Impact of the One Big Beautiful Bill on Your Retirement Sources: #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.
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The 7 Challenges of Estate Planning: Wills, Trusts, & Probate
12/18/2025
The 7 Challenges of Estate Planning: Wills, Trusts, & Probate
Education Center: Meet with Us: Estate Planning Guide: Subscribe on YouTube to Catch our Videos: Do You Have the Right Insurance Coverage? Risk Management: Covering Your Assets, Before It's Too Late! Retiring Early? Plan Your Insurance Before 65 Sources: #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.
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Tax Tips in 10: Things to Know About Trump Accounts
12/15/2025
Tax Tips in 10: Things to Know About Trump Accounts
Tax Tips in 10 Ep 48. Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Subscribe on YouTube to Catch our Videos: The Impact of the One Big Beautiful Bill on Your Retirement Sources: #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.
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Long-Term Care Planning: Should You Insure or Self-Fund?
12/11/2025
Long-Term Care Planning: Should You Insure or Self-Fund?
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Subscribe on YouTube to Catch our Videos: Do You Have the Right Insurance Coverage? Risk Management: Covering Your Assets, Before It's Too Late! Retiring Early? Plan Your Insurance Before 65 Sources: #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.
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Tax Tips in 10: New Roth Catch-Up Rules for 2026
12/08/2025
Tax Tips in 10: New Roth Catch-Up Rules for 2026
Tax Tips in 10 or Less Ep. 47 Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Subscribe on YouTube to Catch our Videos: 2025 Tax Brackets & Contribution Limits Inherited IRA Rules and the SECURE Act The Impact of the One Big Beautiful Bill on Your Retirement Sources: Ed Slott, America’s IRA Expert . Catch-Up Contributions Super Catch-up 401(k) Contributions: Are You Eligible to Make Them? 2025 401(k) 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.
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2026 Tax Planning in Retirement Guide
12/04/2025
2026 Tax Planning in Retirement Guide
Education Center: Meet with Us: Tax Reduction Strategies: Retirement Checklist: Subscribe on YouTube to Catch our Videos: 7 Reasons NOT to Convert to a ROTH IRA The Impact of the One Big Beautiful Bill on Your Retirement Sources: 2026 Tax Brackets: IRS Makes Inflation Adjustments IRS releases tax inflation adjustments for tax year 2026, including amendments from the One, Big, Beautiful Bill Tax On Death Explained by @taxleverage _______________ 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.
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Tax Tips in 10: Year-End Tax Planning 3 Strategies to Consider
12/01/2025
Tax Tips in 10: Year-End Tax Planning 3 Strategies to Consider
Tax Tips in 10 or Less Ep. 46 Education Center: Meet with Us: Retirement Checklist: Tax Reduction Strategies: Subscribe on YouTube to Catch our Videos: What is a QCD? Qualified Charitable Distributions 7 Reasons NOT to Convert to a ROTH IRA Making the Most of Catch-Up Contributions What are the Rules for RMDs on Inherited IRAs? Mega Backdoor Roth Strategy Sources: Annual QCD Limits for 2025 (IRS) #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.
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A Retiree’s Guide to Charitable Giving & Taxes in 2025
11/27/2025
A Retiree’s Guide to Charitable Giving & Taxes in 2025
Education Center: Meet with Us: Retirement Checklist: Tax Reduction Strategies: Subscribe on YouTube to Catch our Videos: What Is a QCD? Qualified Charitable Distributions - America's Wealth Management Show The Impact of the One Big Beautiful Bill on Your Retirement Healthcare Costs for 2026: What You Need to Know What Is Modified Adjusted Gross Income? (MAGI) What are the Rules for RMDs on Inherited IRAs? Sources: Standard Deduction vs. Itemized Deductions: Which Is Better? 2025 Amounts Relating to Retirement Plans and IRAs, as Adjusted for Changes in Cost-of-Living #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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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):
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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.
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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.
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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.
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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.
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