#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

Retirement Planning Education, with Andy Panko

Nội dung được cung cấp bởi Andy Panko. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Andy Panko hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

2M ago 39:45

MP3•Trang chủ episode

Listener Q&A where Andy talks about:

How to keep track of Roth IRA contributions ( 6:45 )
Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
What to do with money from an RMD that you don't actually need ( 16:48 )
Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )

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

The Boomer Benefits Facebook group - here
My podcast about the primary residence sale capital gain exclusion - here
TransUnion SmartMove website - 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

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