• Retirement Planning Education, with Andy Panko

  • 著者： Andy Panko
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Retirement Planning Education, with Andy Panko

著者： Andy Panko
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  • Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
    © 2025 Retirement Planning Education, with Andy Panko
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あらすじ・解説

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
© 2025 Retirement Planning Education, with Andy Panko
続きを読む 一部表示
エピソード
  • #146 – Retirement planner chat, with Mark Rosinski from Dunes Financial

    #146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
    2025/04/10

    Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!

    Links in this episode:

    • Mark's advisory company website - Dunes Financial


    • https://www.kitces.com/
    • Wade Pfau - Retirement Planning Guidebook: https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X
    • Retirement & IRA Show: https://podcasts.apple.com/us/podcast/the-retirement-and-ira-show/id656868743
    • All-In Podcast: https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393
    • The Drive Podcast: https://podcasts.apple.com/us/podcast/the-peter-attia-drive/id1400828889
    • The Retirement Nerds: https://www.youtube.com/@Theretirementnerds
    • Car Dealership Guy: https://x.com/GuyDealership
    • Colin Stroud: https://www.linkedin.com/in/gosomewhere/
      • His points service website: https://www.gosomewhere.world/
    • Ramit Sethi MoneyDials: https://www.iwillteachyoutoberich.com/money-dials/


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

    • Tenon Financial monthly e-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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    58 分
  • #145 - Understanding mutual fund capital gain distributions

    #145 - Understanding mutual fund capital gain distributions
    2025/04/03

    Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts.


    Links in this episode:

    • Tenon Financial monthly e-newsletter - Retirement Planning Insights


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

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

    #144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
    2025/03/27

    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
    41 分

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