What Should You Do 2 Years Away From Retirement?

Start your journey with our financial resources: https://bit.ly/46qJTTg  Meet with Us: https://bit.ly/3Voi7BV   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  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  _______________ 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.

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