• #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

  • 2025/02/27
  • 再生時間： 53 分
  • ポッドキャスト

#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

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  • サマリー

  • Listener Q&A where Andy talks about:

    • Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )
    • How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs ( 5:46 )
    • What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )
    • How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )
    • How to invest excess money in taxable brokerage accounts ( 26:21 )
    • Can funds or investments in taxable brokerage accounts be exchanged in-kind with others to avoid consequences ( 30:07 )
    • Why is the 10-year Treasury bond used as a benchmark for many fixed income products, and why do bond prices change when interest rates change ( 32:49 )
    • How to know if you're over-saving ( 38:27 )
    • Thoughts about timing in when you take distributions vs doing Qualified Charitable Distributions ("QCDs") to satisfy Required Minimum Distributions ("RMDs") ( 41:51 )
    • My thoughts on crypto assets ( 46:29 )


    To find an "advice only" advisor - www.AdviceOnlyNetwork.com


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


    • 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
    続きを読む 一部表示

あらすじ・解説

Listener Q&A where Andy talks about:

  • Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )
  • How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs ( 5:46 )
  • What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )
  • How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )
  • How to invest excess money in taxable brokerage accounts ( 26:21 )
  • Can funds or investments in taxable brokerage accounts be exchanged in-kind with others to avoid consequences ( 30:07 )
  • Why is the 10-year Treasury bond used as a benchmark for many fixed income products, and why do bond prices change when interest rates change ( 32:49 )
  • How to know if you're over-saving ( 38:27 )
  • Thoughts about timing in when you take distributions vs doing Qualified Charitable Distributions ("QCDs") to satisfy Required Minimum Distributions ("RMDs") ( 41:51 )
  • My thoughts on crypto assets ( 46:29 )


To find an "advice only" advisor - www.AdviceOnlyNetwork.com


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


  • 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
続きを読む 一部表示

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