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Roth Conversion Decisions for 2025
https://youtu.be/E6hqI7fxjE4?si=NZvJl-JXB9Lu3ifV 
Ed Slott's 5 BIG Things to Plan for in 2025
https://youtu.be/y78pryUDG7o?si=y_Csy2DfXdWjrEPG 
Ed Slott's 5 New Important Things to Plan For
https://youtu.be/RyOdpnfVU6g?si=NOXx1jKXvuvI-bt4 
The Retirement Savings Time Bomb Ticks LOUDER with Ed Slott
https://youtu.be/gCM5t1e7L78?si=fL7HJE3aCNoha2hL 

Sources:
Source: Annual QCD Limit for 2025 (IRS) Find a link to this source in the description. https://www.irs.gov/newsroom/give-more-tax-free-eligible-ira-owners-can-donate-up-to-105000-to-charity-in-2024 

https://www.fidelity.com/retirement-ira/required-minimum-distributions-qcds 
 
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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.