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Player FM - додаток Podcast
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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
Manage episode 402264799 series 3305727
Вміст надано Andy Panko. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Andy Panko або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Listener Q&A where Andy talks about:
- The summary of the five different tax return filing statuses
- Whether a particular listener could file as Head of Household for his 22 year-old son in college
- How to get the 1099-INT form if you sold any I Bonds last year
- Whether you can still do a 2023 Roth conversion now, in February 2024
- What to look for and ask regarding an advisor's succession plan
Links in this episode:
- My YouTube video - Overview of Federal Income Taxation
- IRS's Instructions to Form 1040
- IRS's website for What is My Filing Status?
- IRS's website for Whom May I Claim as a Dependent?
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
138 епізодів
Поширити
Manage episode 402264799 series 3305727
Вміст надано Andy Panko. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Andy Panko або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Listener Q&A where Andy talks about:
- The summary of the five different tax return filing statuses
- Whether a particular listener could file as Head of Household for his 22 year-old son in college
- How to get the 1099-INT form if you sold any I Bonds last year
- Whether you can still do a 2023 Roth conversion now, in February 2024
- What to look for and ask regarding an advisor's succession plan
Links in this episode:
- My YouTube video - Overview of Federal Income Taxation
- IRS's Instructions to Form 1040
- IRS's website for What is My Filing Status?
- IRS's website for Whom May I Claim as a Dependent?
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
138 епізодів
Усі епізоди
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Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
Схожі до Retirement Planning Education, with Andy Panko
Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
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…
continue reading
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continue reading
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continue reading
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Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
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