• #144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!

  • 2025/03/27
  • 再生時間： 41 分
  • ポッドキャスト

#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!

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  • Listener Q&A where Andy talks about:

    • Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 )
    • Understanding why some dividends are "qualified" and some are not, why they're taxed differently, and why dividends from bond funds aren't qualified ( 14:15 )
    • Whether the decision to start Social Security sooner vs later would change if Social Security were to no longer be federally taxable ( 22:09 )
    • Whether spouses can combine their 401(k) balances ( 27:03 )
    • What a Form 5498 is, and if you need it to do your tax return, considering it often isn't available until after April 15th ( 30:27 )
    • If you can still make a 2024 Roth IRA or traditional IRA contribution in early-2025 ( 31:40 )
    • Whether you can make a contribution to a Roth IRA via transferring shares "in-kind" from a brokerage account ( 37:23 )


    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
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あらすじ・解説

Listener Q&A where Andy talks about:

  • Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 )
  • Understanding why some dividends are "qualified" and some are not, why they're taxed differently, and why dividends from bond funds aren't qualified ( 14:15 )
  • Whether the decision to start Social Security sooner vs later would change if Social Security were to no longer be federally taxable ( 22:09 )
  • Whether spouses can combine their 401(k) balances ( 27:03 )
  • What a Form 5498 is, and if you need it to do your tax return, considering it often isn't available until after April 15th ( 30:27 )
  • If you can still make a 2024 Roth IRA or traditional IRA contribution in early-2025 ( 31:40 )
  • Whether you can make a contribution to a Roth IRA via transferring shares "in-kind" from a brokerage account ( 37:23 )


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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