Inherited IRAs Post-SECURE Act: Mastering the Maze
Amplified Wealth25 Okt 2024

Inherited IRAs Post-SECURE Act: Mastering the Maze

In the latest episode of Amplified Wealth's According to Plan, hosts Kate Fishbein and Tom Farrell tackle one of the most confusing yet essential retirement planning topics: the new inherited IRA rules. They break down the changes brought by the SECURE Act and the impact on beneficiaries. Episode Highlights: ⏰ The 10-Year Rule Explained: Unpack the complexities of the 10-year withdrawal rule and how it affects non-eligible designated beneficiaries. 💼 Inherited IRAs and Tax ...

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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 Sep 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 Aug 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 Juli 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 Juli 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 Juni 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 Juni 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 Maj 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 Apr 20251h 14min

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