Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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#048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!
MP3•Beranda episode
Manage episode 346615347 series 3305727
Konten disediakan oleh Andy Panko. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Andy Panko atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
Listener Q&A where Andy talks about:
- How the Social Security "Earnings Test" and "Family Maximum" are applied
- Whether RMDs can be delayed from a Solo 401(k) if still working
- How Social Security Survivor Benefits work
- If you can still contribute to a 401(k) if you're still working beyond RMD age
- What Tax Gain Harvesting is and how to use it
Links in this episode:
- YouTube video - How are Capital Gains Taxed
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
98 episode
#048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!
MP3•Beranda episode
Manage episode 346615347 series 3305727
Konten disediakan oleh Andy Panko. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Andy Panko atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
Listener Q&A where Andy talks about:
- How the Social Security "Earnings Test" and "Family Maximum" are applied
- Whether RMDs can be delayed from a Solo 401(k) if still working
- How Social Security Survivor Benefits work
- If you can still contribute to a 401(k) if you're still working beyond RMD age
- What Tax Gain Harvesting is and how to use it
Links in this episode:
- YouTube video - How are Capital Gains Taxed
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
98 episode
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