From Tuition to Retirement: Recent Changes to 529 Plans
Amplified Wealth17 Heinä 2024

From Tuition to Retirement: Recent Changes to 529 Plans

In the latest episode of Amplified Wealth - According to Plan, hosts Kate Fishbein, CFP®, and Tom Farrell, CFP®, dive into recent changes in 529 plans and how these updates can benefit you and your family. Episode Highlights: 529 Plan Updates: Discover the latest changes to 529 plans, including the new "grandparent 529 loophole" and how it affects financial aid eligibility. Financial Aid Simplification: Understand the implications of the FAFSA Simplification Act and its i...

Jaksot(40)

Fed in the Hot Seat: Trump, the Economy, Recession or Rally with JP Morgan's Jack Manley

Fed in the Hot Seat: Trump, the Economy, Recession or Rally with JP Morgan's Jack Manley

In the latest episode of Amplified Wealth, we welcome Jack Manley - Executive Director and Global Market Strategist at JP Morgan Asset Management. Jack joins hosts Austin Hagaman and Mark Lucci to u...

10 Syys 20251h 1min

Summer 2025 Market Update | Quarterly Portfolio and Economic Commentary

Summer 2025 Market Update | Quarterly Portfolio and Economic Commentary

After a rocky spring marked by sharp pullbacks and negative sentiment, equity markets staged an impressive rebound to close out the first half of 2025. Still, concerns around tariffs, inflation expect...

19 Elo 202559min

According to Plan - Roth Revealed: Backdoor Roth Conversions

According to Plan - Roth Revealed: Backdoor Roth Conversions

In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, CEPA dive into one of the most powerful — and misunderstood — retirement strategies: the...

24 Heinä 202534min

According to Plan: Roth Revealed - 5 Year Rule Rundown

According to Plan: Roth Revealed - 5 Year Rule Rundown

In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, AEP® dive into one of the most misunderstood topics in retirement planning: Roth IRA dis...

1 Heinä 202543min

Weakening Dollar & Global Opportunities - Insights from Mike Arone, State Street Global Advisors

Weakening Dollar & Global Opportunities - Insights from Mike Arone, State Street Global Advisors

In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Mike Arone, Chief Investment Strategist at State Street Global Advisors, to unpack the complex forces s...

26 Kesä 20251h

Spring 2025 Market Update | Quarterly Portfolio and Economic Commentary

Spring 2025 Market Update | Quarterly Portfolio and Economic Commentary

After a strong start to the year, markets reversed course in Q1, with major indices posting their weakest quarterly returns since 2022. Behind the headlines: cooling economic data, rising inflation e...

6 Kesä 202558min

Secure Act 2.0 - 2025 Super Catch Up Rules Explained

Secure Act 2.0 - 2025 Super Catch Up Rules Explained

In the latest episode of Amplified Wealth: According to Plan, hosts Kate Fishbein and Tom Farrell break down a major Secure Act 2.0 provision taking effect in 2025: the Super Catch-Up Contribution for...

13 Touko 202516min

Megatrends that Matter: What's Driving Growth? Featuring Vanguard's Head of Global Economic Research

Megatrends that Matter: What's Driving Growth? Featuring Vanguard's Head of Global Economic Research

In the latest episode of Amplified Wealth: According to Plan, the team sits down with Kevin Kang, Vanguard’s Senior International Economist, to explore the key forces shaping the economy and financial...

29 Huhti 20251h 14min

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