Start your journey with our financial resources: https://bit.ly/46MY6Ks
Meet with Us: https://bit.ly/4ntBoy3
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
Charitable Giving in Retirement
https://youtu.be/VhtfUCjTesw?si=-JRM5WnlwekurLY_
2025 Withdrawal Strategy for Retirement
https://youtu.be/8P8E95_287s?si=fJSXgl4me66qRGri
Are You Overpaying Your Taxes?
https://youtu.be/1HOMhM2n4Bs?si=_RKjfnYgUfWWc1vZ
Tax Reduction Strategies: https://bit.ly/48JpFHd
Retirement Checklist: https://bit.ly/4nul1kV
10 Ways to fight inflation in retirement: https://bit.ly/3Kuxq9U
Sources:
• Genworth Cost of Care Survey: https://www.genworth.com/aging-and-you/finances/cost-of-care.html
• FINRA on Diversification: https://www.finra.org/investors/learn-to-invest/key-investing-concepts/diversification
• IRS on Retirement Plan Distributions (Tax Treatments): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-taxation-of-distributions
• IRS on Qualified Charitable Distributions (QCDs): https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals
• Fidelity on Beneficiary Designations (Replaces broken Kiplinger link): https://www.fidelity.com/viewpoints/personal-finance/beneficiary-blunders
