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: Roth Revealed - Converting with Confidence
Amplified Wealth
42 minutes
2 months ago
According to Plan: Roth Revealed - Converting with Confidence
In the latest episode of Amplified Wealth: According to Plan, Kate Fishbein, CFP®, and Tom Farrell, CFP®, AEP®, CEPA, welcome special guest Amy Pastorino, CFP® for a deep dive on Roth IRAs and conversion strategies. 🎯 Topics Covered: The why behind Roth conversions: tax flexibility and legacy planningHow Secure Act changes impact inherited IRAs and distribution timelinesThe “Tax Now, Tax Later, Tax Never” framework for asset locationReal-world case study: How one client used slow-and-steady c...
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...
