Amanda Harrell

Amanda Harrell, senior wealth manager who advises high-income professionals on retirement, taxes, and practice plans. She discusses 401(k) rollover choices and backdoor Roth timing. She critiques direct indexing and tax-loss harvesting limits. She covers designing practice 401(k)s, pitfalls of one-stop-shop firms, family office scope, when maxing retirement is wrong, and rule-based dip deployment.