Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, inflation, and growth, and discuss strategies to help investors navigate the uncertainty ahead. Markets wrapped up the summer on a strong note, fueled by expectations of Fed rate cuts, steady U.S. consumer demand, and easing inflation pressures. Still, concerns linger as a softer labor market, China...
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Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, inflation, and growth, and discuss strategies to help investors navigate the uncertainty ahead. Markets wrapped up the summer on a strong note, fueled by expectations of Fed rate cuts, steady U.S. consumer demand, and easing inflation pressures. Still, concerns linger as a softer labor market, China...
According to Plan - Roth Revealed: Backdoor Roth Conversions
Amplified Wealth
34 minutes
3 months ago
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 Backdoor Roth IRA conversion. This method can be a great way for high earners to access tax-free growth… if done right. 🎙 Episode Highlights: 🔁 What is a Backdoor Roth? Learn how high-income investors use this strategy to bypass Roth IRA contribution limits — and why timing is everything. ⚠️...
Amplified Wealth
Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, inflation, and growth, and discuss strategies to help investors navigate the uncertainty ahead. Markets wrapped up the summer on a strong note, fueled by expectations of Fed rate cuts, steady U.S. consumer demand, and easing inflation pressures. Still, concerns linger as a softer labor market, China...
