Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Podcasting since 2022 • 200 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#197 - Q&A edition...how often to rebalance, tracking Roth IRA contributions, are RMDs really that bad, paying off mortgages before retirement and MORE!
Listener Q&A where Andy talks about: How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and plan ( 2:32 )What to do with old positions you no longer want in a b...
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1:10:35
#196 – "Real" person retirement planning chat with Jim Kellerman
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getting serious about plannin...
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1:30:11
#195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning
Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annui...
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1:59:23
#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more!Links in this episode:Tenon Financial's March newsletter/blog about giftin...
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1:06:06
#193 - Q&A edition...Social Security lump sum for retroactive payments, whether to pay off a mortgage, step-up in basis, gifting without having to file a gift tax return and MORE!
Listener Q&A where Andy talks about: Income tax treatment of buying bonds in a normal non-qualified brokerage account when you buy or sell bonds in between coupon periods ( 8:37 )When still working, are 50 or older...
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1:12:39
