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Final Quarter Tasks to Address before 2026

An episode of the America's Wealth Management Show podcast, hosted by America's Wealth Management Show, titled "Final Quarter Tasks to Address before 2026" was published on October 9, 2025 and runs 38 minutes.

October 9, 2025 ·38m · America's Wealth Management Show

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Episode Description

Education Center: https://bit.ly/4nAYbZ8 

Meet with Us: https://bit.ly/42mJGPT 

Tax Reduction Strategies: https://bit.ly/46ZgukF 

Retirement Checklist: https://bit.ly/3KmBEAz 

Sequence of Returns Risk and Why Timing Matters: https://bit.ly/3IyOQ4J 

Missouri Bill Aims to Eliminate Capital Gains Tax: https://bit.ly/479Mjq3

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 

Tax-Loss Harvesting vs. Tax-Gain Harvesting
https://youtu.be/MzdDOzQEAg8?si=SWMsiEMjqHVoPD-k 

Required Minimum Distribution Case Study
https://youtu.be/_t7XTSfU1po?si=WQbwICah-l672l32 

Sources:
• Medicare Open Enrollment (Medicare.gov): https://www.medicare.gov/sign-up-change-plans/joining-a-health-or-drug-plan 
• IRS on Tax-Loss Harvesting & Capital Gains: https://www.irs.gov/taxtopics/tc409 
• IRS on Qualified Charitable Distributions (QCDs): https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals 
• IRS 2025 Retirement Plan Contribution Limits (Note: Link reflects current data; will update when 2025 limits are finalized): https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000 
• Vanguard on Rebalancing: https://investor.vanguard.com/investor-resources-education/portfolio-management/rebalancing-your-portfolio 
• IRS on RMD Penalties (SECURE 2.0 Changes): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs 
• Medicare IRMAA Parts B & D Surcharges (Medicare.gov): https://www.medicare.gov/your-medicare-costs/part-b-costs/part-b-premiums 
• IRS Rules for Beneficiaries (SECURE Act): https://www.irs.gov/retirement-plans/plan- participant-employee/retirement-topics-beneficiary
https://www.ssa.gov/oact/STATS/table4c6.html  

__________________________________________
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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