Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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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 diuraikan di sini https://id.player.fm/legal.
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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
MP3•Beranda episode
Manage episode 414475357 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 diuraikan di sini https://id.player.fm/legal.
Listener Q&A where Andy talks about:
- Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )
- Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )
- Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )
- Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher - if the interest from the municipal bonds will have smaller impact on Modified Adjusted Gross Income for things like Medicare premium surcharges and Affordable Care Act premium tax credits ( 26:01 )
- A listener's feedback on why he feels a living/revocable trust was a good idea for him ( 31 :48 )
- How much money is TOO MUCH to have in a Health Savings Account ("HSA") ( 36:16 )
- Is it better to take a year's Required Minimum Distribution ("RMD") all at once, or spread out throughout the year ( 42:05 )
Links in this episode:
- 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
108 episode
MP3•Beranda episode
Manage episode 414475357 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 diuraikan di sini https://id.player.fm/legal.
Listener Q&A where Andy talks about:
- Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )
- Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )
- Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )
- Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher - if the interest from the municipal bonds will have smaller impact on Modified Adjusted Gross Income for things like Medicare premium surcharges and Affordable Care Act premium tax credits ( 26:01 )
- A listener's feedback on why he feels a living/revocable trust was a good idea for him ( 31 :48 )
- How much money is TOO MUCH to have in a Health Savings Account ("HSA") ( 36:16 )
- Is it better to take a year's Required Minimum Distribution ("RMD") all at once, or spread out throughout the year ( 42:05 )
Links in this episode:
- 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
108 episode
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