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7 Reasons NOT to Convert to a ROTH IRA https://youtu.be/ajbi8hkakn4?si=h6De9pZ1JG9KI-aj

The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=rva0kEun3wNpBhvS

Sources: 2026 Tax Brackets: IRS Makes Inflation Adjustments https://www.modwm.com/2026-tax-brackets/

IRS releases tax inflation adjustments for tax year 2026, including amendments from the One, Big, Beautiful Bill https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2026-including-amendments-from-the-one-big-beautiful-bill

Tax On Death Explained by @taxleverage https://youtube.com/shorts/hJiVrwTD5do?si=xdw6skMXabCKvlkx _______________ 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.

2026 Tax Planning in Retirement Guide