America's Wealth Management Show

Tax Tips in 10 or Less Ep. 004

5 Reasons TO Convert to a Roth IRA

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Roth Conversion Case Studies: https://bit.ly/3WuI9El

Tax Reduction Strategies: https://bit.ly/3C8ADs9

Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8

Taxes and Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk

5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc

MEGA Backdoor Roth IRA: https://youtu.be/eEKbnn8svQ8

The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

ACA Subsidies: How Do You Qualify for Them: https://youtu.be/hX7ynKriW9w?si=O4SXrBABRGpN4FD6

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

IRA RMD Requirements

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Retirement Plan Checklist: https://bit.ly/40Gqjkr

Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/3Q6R5fT

EBRI Data: https://www.ebri.org/docs/default-source/ebri-press-release/pr-1277-dataistruth-25jun21.pdf?sfvrsn=7303b2f_4

Inherited IRA Rules & the SECURE Act: https://youtu.be/aR5xJhnrtSU

Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

What to Do with Inheritance: https://youtu.be/B4mTbCUuFGE

2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU

MEGA Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8

Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk

Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ

Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

6 Levels of Wealth

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Retirement Checklist: https://bit.ly/42YtllL

Meet with Us: https://bit.ly/4gLQkDS

Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf

US Currency Source: https://www.uscurrency.gov/history/index.html

What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc

5 Types of Financial Plans: https://youtu.be/070KObJIAvI

The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4

5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio

15 Years from Retirement: https://youtu.be/dLPxSfY7P8I

Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g

2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU

What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

Tax Tips in 10 or Less Ep. 002

2024 Tax Return Tips Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Meet with us: https://bit.ly/40c9ht1

Retirement Checklist: https://bit.ly/40q5SrW

Tax Reduction Strategies: https://bit.ly/4h8iQ32

Tax Tips to Wrap 2024: https://youtu.be/PKWAw9J36Fg Year-End Tax Planning for 2024 with Marty James: https://youtu.be/ktPN1kJNRYs

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI

5 Years Before Retirement

Get your journey off to a great start with our financial resources: https://bit.ly/3ZmK3tg

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Retirement Plan Checklist: https://bit.ly/4gp5obA

Meet with Us: https://bit.ly/4dVTXqb

Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=67xown1MxE1S_VpR

Americans Need a Budget: https://youtu.be/4SQjU8Wio6M

Life Experiences Beyond Work: https://youtu.be/YtegrY9igFI

Understanding How Reverse Mortgages Work with Don Graves: https://youtu.be/5_2jyC2cRb4

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os