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Subscribe on YouTube to Catch our Videos:
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What Is a QCD? Qualified Charitable Distributions - America's Wealth Management Show
https://youtu.be/vpdl1ZUlcNc?si=osuc1VAoiAKcFNYE
The Impact of the One Big Beautiful Bill on Your Retirement
https://youtu.be/ze1sYnh_VR8?si=Me3T2uhrSxPuJUrY
Healthcare Costs for 2026: What You Need to Know
https://youtu.be/JVOnl_AKQoQ?si=TijZekzNf_j3tJxy
What Is Modified Adjusted Gross Income? (MAGI)
https://youtu.be/PmfNAwK6B9s?si=bU7YMnfEYcqrr3mi
What are the Rules for RMDs on Inherited IRAs?
https://youtu.be/43TvJ4lkyMk?si=29zf4i327CXAuNWN
Sources:
Standard Deduction vs. Itemized Deductions: Which Is Better?
https://turbotax.intuit.com/tax-tips/tax-deductions-and-credits/tax-deduction-wisdom-should-you-itemize/L8Ln7K0Gp
2025 Amounts Relating to Retirement Plans and IRAs, as Adjusted for Changes in
Cost-of-Living
https://www.irs.gov/pub/irs-drop/n-24-80.pdf
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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.
