Retirement Planning Education, with Andy Panko

Andy Panko
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!

  1. HÁ 5 DIAS

    #147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces

    In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typically over the age of 50), to learn what they wish they would have known or done differently as they were going through the divorce process. Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education ...

    1h28min

  2. 10 DE ABR.

    #146 – Retirement planner chat, with Mark Rosinski from Dunes Financial

    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 Pl...

    58min

  3. 3 DE ABR.

    #145 - Understanding mutual fund capital gain distributions

    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 Plan...

    44min

  4. 27 DE MAR.

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

    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 )Whet...

    41min

  5. 20 DE MAR.

    #143 – Retirement planning chat with a "real" person, Jim Jones

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more! Links in this episode: Jim's podcast - The JimJam Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Reti...

    1h

  6. 13 DE MAR.

    #142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!

    Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:42 )Pros and cons of Treasury Inflation Protected Securities, or TIPS ( 21:32 )Whether or not to hold international stocks ( 37:07 )Considerations about whether to de-risk your portfolio and hold more cash a as result of expecting market uncertainty going fo...

    1h29min

  7. 6 DE MAR.

    #141 - Determining how much Roth conversion to do in a given year

    Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or "goals" are commonly used in determining how much conversion to do. Links in this episode: DinkyTown 1040 online tax return projection tool - hereTenon Financial monthly e-newsletter - Retirement Planning Insights To send Andy questions to be addres...

    52min

  8. 27 DE FEV.

    #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

    Listener Q&A where Andy talks about: Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs ( 5:46 )What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )How...

    53min
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Sobre

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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