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5 Reasons TO Convert to a Roth IRA
https://youtu.be/MEs5rh62m28?si=CZ9VJNcoEwqBdAMV
How Do In-Plan Roth Conversions Work?
https://youtu.be/AxkfOUXYq-0?si=mAMXXjlRwAz27lfP
Claiming Social Security at 62, 67, or 70
https://youtu.be/UX-qusd6fZE?si=RodH2gUPsFIc49eD
Tax Reduction Strategies: https://bit.ly/4ptpNAB
Retirement Checklist: https://bit.ly/3I2bfar
Sources:
Research, Statistics & Policy Analysis
https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/2025-06.html
50+ Essential Retirement Statistics for 2024
https://www.annuity.org/retirement/retirement-statistics/
Calculate the cost of long-term care near you
https://www.carescout.com/cost-of-care
The Average Monthly Social Security Check: August 2025
https://www.kiplinger.com/retirement/social-security/average-monthly-social-security-check#:~:text=When%20it%20comes%20to%20using%20data%2C%20averages,the%20numbers%20to%20get%20even%20more%20clarity
The average 401(k) balance by age
https://www.empower.com/the-currency/life/average-401k-balance-age
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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.
