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Missouri Bill Aims to Eliminate Capital Gains Tax: https://bit.ly/479Mjq3
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Tax-Loss Harvesting vs. Tax-Gain Harvesting
https://youtu.be/MzdDOzQEAg8?si=SWMsiEMjqHVoPD-k
Required Minimum Distribution Case Study
https://youtu.be/_t7XTSfU1po?si=WQbwICah-l672l32
Sources:
• Medicare Open Enrollment (Medicare.gov): https://www.medicare.gov/sign-up-change-plans/joining-a-health-or-drug-plan
• IRS on Tax-Loss Harvesting & Capital Gains: https://www.irs.gov/taxtopics/tc409
• IRS on Qualified Charitable Distributions (QCDs): https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals
• IRS 2025 Retirement Plan Contribution Limits (Note: Link reflects current data; will update when 2025 limits are finalized): https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000
• Vanguard on Rebalancing: https://investor.vanguard.com/investor-resources-education/portfolio-management/rebalancing-your-portfolio
• IRS on RMD Penalties (SECURE 2.0 Changes): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs
• Medicare IRMAA Parts B & D Surcharges (Medicare.gov): https://www.medicare.gov/your-medicare-costs/part-b-costs/part-b-premiums
• IRS Rules for Beneficiaries (SECURE Act): https://www.irs.gov/retirement-plans/plan- participant-employee/retirement-topics-beneficiary
https://www.ssa.gov/oact/STATS/table4c6.html
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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.
