According to Plan: Roth Revealed - Converting with Confidence
Amplified Wealth24 Sep 2025

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...

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Episoder(42)

The Diversification Illusion: Investing in the Modern Market with Stone Ridge Asset Management

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