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Episode 26: Roth Conversions, Gold at Record Highs, and Elite College Admissions
This week, Stephan breaks down what to consider before converting a 401(k) to a Roth — from comparing current and future tax brackets to using partial conversions and asset location to minimize taxes.
Next, he turns to the headlines about gold hitting record highs and explains how investors should think about gold’s role in a portfolio without getting caught up in short-term performance.
And in our From the Field segment, Stephan is joined by Lindsay Tanne Howe, Founder and CEO of LogicPrep https://www.logicprep.com/
a premier college advisory firm that helps students tell their stories and gain admission to top universities. Lindsay shares how families can approach the admissions process strategically, the evolving role of legacy and philanthropy, and why authenticity and early planning matter most.
📅 Upcoming Webinar:
Join Stephan for a deeper discussion on gold and alternative investments — including how these assets fit into a diversified portfolio — on Thursday, November 13.
👉 Register here: https://form.jotform.com/252663253624053?utm_source=podcast
Have a question for a future episode? Submit it at scholaradvising.com/podcast.
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By Scholar Financial Advising, LLCThis week, Stephan breaks down what to consider before converting a 401(k) to a Roth — from comparing current and future tax brackets to using partial conversions and asset location to minimize taxes.
Next, he turns to the headlines about gold hitting record highs and explains how investors should think about gold’s role in a portfolio without getting caught up in short-term performance.
And in our From the Field segment, Stephan is joined by Lindsay Tanne Howe, Founder and CEO of LogicPrep https://www.logicprep.com/
a premier college advisory firm that helps students tell their stories and gain admission to top universities. Lindsay shares how families can approach the admissions process strategically, the evolving role of legacy and philanthropy, and why authenticity and early planning matter most.
📅 Upcoming Webinar:
Join Stephan for a deeper discussion on gold and alternative investments — including how these assets fit into a diversified portfolio — on Thursday, November 13.
👉 Register here: https://form.jotform.com/252663253624053?utm_source=podcast
Have a question for a future episode? Submit it at scholaradvising.com/podcast.