#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

Retirement Planning Education, with Andy Panko

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.

3M ago 54:46

MP3•Головна епізоду

Listener Q&A where Andy talks about:

Can you retroactively increase your income for a prior tax year ( 2:37 )
How to find a retirement planning tax specialist ( 8:16 )
How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )
Determining how much mega back door Roth contributions to do ( 22:02 )
Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )
My thoughts on "bullet" maturity bond ETFs ( 31:30 )
Whether reducing withdrawal rates or setting up a bucketing system eliminates Sequence of Returns Risk in retirement ( 43:27 )

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:

List of flat-free retirement planner referrals - here
Link to the Facebook group post about Sequence of Returns Risk - here
My YouTube video on Sequence of Returns Risk - here

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

129 епізодів

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions