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Retirement Planning Education, with Andy Panko: Daily Summaries Delivered
by 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!
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- 1 weeks ago1h 8m
#227 - Q&A edition...Roth conversions, IRA basis tracking & Form 8606, Alternative Minimum Tax credits, Fixed Indexed Annuities & IRA RMDs, and MORE!
Listener Q&A where Andy talks about: A correction about the previously discussed topic of contributing to a child's Roth IRA if they have earnings but don't file a tax return and don't have the earnings reported on a W-2 ( 3:52 )Follow up a previously discussed question of whether it's better to pay $27k of tax to do a $100k Roth conversions, or to contribute $27k to an employer Roth account via the mega backdoor Roth contribution approach ( 7:26 )A clarification about a previously ...
- 2 weeks ago1h 18m
#226 – "Real" person retirement planning chat with Mike
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mike. They talk about a wide array of retirement planning topics such as how he learned important investing insights from Paul Merriman, how he adapted going from accumulation to decumulation mode, how he used a health sharing organization in lieu of traditional health insurance prior to starting Medicare, his thoughts on trying to downsize homes, and more! Links ...
- 3 weeks ago1h 18m
#225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!
Andy and Dan VanDusen from Objective Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to decide between investing money for a child or grandchild in a 529 vs Trump account vs UTMA brokerage account ( 9:19 )What errors and missed items they commonly see in reviewing tax returns ( 18:28 )Their thoughts on the current state of affairs of the bond market ( 25:10 )What to do with appreciated mutual funds...
- Oct 1, 20261h 27m
#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
Andy discusses the basics of bonds, including: Basic features and functions of bondsThe risks in bondsBond issuers and maturitiesHow bonds can be usedHow and why bond prices changes, and how interest rates impact pricesBonds vs bond funds Links in this episode: Tenon Financial's October 1 newseltter - The basics of bonds: what they are, how they work, and how to use them in retirement planningAndy's YouTube video - Bonds, bond prices, and bond yields Tenon Financial monthly e-newsletter - Re...
- Sep 24, 20261h 0m
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
Listener Q&A where Andy talks about: Follow up thoughts on a previous question about whether it's better to use $27k of cash to make a mega backdoor Roth contribution, or to do a $100k in-plan Roth conversion and use the $27k to pay the taxes on it ( 4:01 )Why the 4% rule isn't called the 3% rule, when working with an advisor who charges 1% of assets under management ( 13:52 )His thoughts on how Artificial Intelligence might impact the advisory world with regards to service offering...
- Sep 17, 20261h 44m
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
In this replay of Andy's recent guest appearance on the Catching up to FI podcast, Andy and hosts Bill Yount, MD, and Jackie Cummings Koski, CFP®, AFC®, talk all about traditional defined benefit pensions. What they are, how they work, how to decide between taking payments vs a lump sum and much more! Links in this episode: The original audio version of the Catching up to FI podcast episode - https://podcasts.apple.com/us/podcast/are-pensions-really-dead-the-surprising-value-of/id1664430924?...
- Sep 10, 20261h 36m
#221 - Retirement planner chat with Ryan Langan from Your Path Fi
Andy chats with fellow retirement planner Ryan Langan, CFP®, from Your Path Fi. 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, what consumers often overlook in retirement planning and much more! Links in this episode: Ryan's advisory company website - https://www.yourpathfi.com/ Tenon Financial monthly e-newsletter - Retirement Planning InsightsYouTube channel - Retirem...
- Sep 3, 20261h 24m
#220 - How to move to a new state...tax compliantly
Andy discusses what all is involved in moving to a new state, from a tax perspective...properly changing your "domicile" and "residence" to the new state. Spoiler alert: It's not necessarily as simple as buying a house and spending at least six months and a day in the new state! Links in this episode: My in-depth write-up of changing state domicile and residence, examples and court cases of people who did and didn't properly change their domicile and residence, and more! - How to move to a ...
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About 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!
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