How Much Do I Need to Retire: https://bit.ly/4pdErMr Start your journey with our financial resources: https://bit.ly/4lO9bjZ Meet with Us: https://bit.ly/46bMzW0 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/bJheB6qKsvg?si=7O9-zA7kvnngMLZr Sources: • Americans Believe They Will Need $1.26 Million to Retire Comfortably According to Northwestern Mutual 2025 Planning & Progress Study https://news.northwesternmutual.com/2025-04-14-Americans-Believe-They-Will-Need-1-26-Million-to-Retire-Comfortably-According-to-Northwestern-Mutual-2025-Planning-Progress-Study • Federal Reserve 2022 Survey: Survey of Consumer Finances https://www.federalreserve.gov/publications/files/scf23.pdf • Fidelity Estimate: Retiree Health Care Costs https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e • IRS Topic No. 701: Sale of Your Home (Section 121 Exclusion) https://www.irs.gov/taxtopics/tc701 • Reddit Thread: r/Medicare - IRMAA help? https://www.reddit.com/r/medicare/comments/1ijxeed/irmaa_help/?rdt=48397 _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. 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.