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The Impact of the One Big Beautiful Bill on Your Retirement
https://youtu.be/ze1sYnh_VR8?si=tcERQokSumNJijaw
Roth Conversion Decisions for 2025
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2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount)
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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.
