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...
The AI Boom: Investing, Innovation & Everyday Applications with Tejas Dessai of Global X and Andrea Mondello of Withum
Amplified Wealth
1 hour 23 minutes
1 month ago
The AI Boom: Investing, Innovation & Everyday Applications with Tejas Dessai of Global X and Andrea Mondello of Withum
The AI Boom Investing, Innovation & Everyday Applications Artificial Intelligence is often described as the most transformative technology of our time - but how much of that is real today, and what’s still years away? In our latest episode of Amplified Wealth, we bring you two in-depth conversations on AI’s future: Tejas Dessai – GlobalX Director of Research Tejas covers disruptive technologies and thematic investing. He shares his perspective on AI as an “economic turbocharger,” the i...
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...
