In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approaching RMD age or just want to be prepared, we cover: • The latest Secure Act 2.0 updates • How to calculate your RMD • Aggregation rules for multiple IRAs, 401(k)s, and inherited accounts • When it might make sense to delay (or not) • Charitable giving strategies like QCDs • Tax impact, planning ti...
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In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approaching RMD age or just want to be prepared, we cover: • The latest Secure Act 2.0 updates • How to calculate your RMD • Aggregation rules for multiple IRAs, 401(k)s, and inherited accounts • When it might make sense to delay (or not) • Charitable giving strategies like QCDs • Tax impact, planning ti...
According to Plan - HSA Savvy: Maximizing Your Health Savings Potential
Amplified Wealth
57 minutes
10 months ago
According to Plan - HSA Savvy: Maximizing Your Health Savings Potential
In the latest episode of Amplified Wealth: According to Plan, Tom Farrell and Kate Fishbein tackle everything you need to know about Health Savings Accounts (HSAs) — from eligibility and benefits to long-term planning strategies. Episode Highlights: 💡 HSA Basics: Understand who qualifies for an HSA and how high-deductible health plans (HDHPs) work. 📈 Triple Tax Benefits Explained: Discover how HSAs offer pre-tax contributions, tax-free growth, and tax-free withdrawals for qualified medical...
Amplified Wealth
In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approaching RMD age or just want to be prepared, we cover: • The latest Secure Act 2.0 updates • How to calculate your RMD • Aggregation rules for multiple IRAs, 401(k)s, and inherited accounts • When it might make sense to delay (or not) • Charitable giving strategies like QCDs • Tax impact, planning ti...
