Start your journey with our financial resources: https://bit.ly/4n65eYQ Meet with Us: https://bit.ly/4gaU3Mq Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Mega Backdoor Roth Strategy https://youtu.be/eEKbnn8svQ8?si=yebIFMa7orM8Iyfn Money Walks Episode 2 https://youtube.com/shorts/RzOqnbEIAwI?si=yZcPsrpBg-Veuzrj Tax Reduction Strategies: https://bit.ly/45XTa5a Retirement Checklist: https://bit.ly/4n7DJ1a Sources: • Average 401(k) Balance by Age (Vanguard "How America Saves"): https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2025/has/2025_How_America_Saves.pdf • 401(k) Early Withdrawal Exceptions & Rule of 55 (IRS): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions • Required Minimum Distribution (RMD) Rules (IRS): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs • Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp • Reddit Post for 'Asking for a Friend': https://www.reddit.com/r/FinancialPlanning/comments/1h7qsyk/with_a_1_million_401k_couldnt_you_just_live_off/ _______________ 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.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related