Retirement Planning Education, with Andy Panko

Andy Panko
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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. −6 D

    #124 - The basics of taxes and tax planning in retirement

    Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxableRequired Minimum Distributions ("RMDs") from both your own accounts and inherited accountsHow to pay taxes in retirement: withholdings vs making estimated paymentsGifting tax-efficientlyMaking charitable donations tax-efficientlyOverview of common long-term tax planning strategies:Delaying Social Security and distributing f...

    1 tim

  2. 31 OKT.

    #123 - My thoughts on 12 common financial and retirement planning rules of thumb

    Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer matchYou shouldn't help your kids pay for college if it means shorting your own financial security in retirementYou need at least $X million (where $X can be whatever amount someone wants to say) of savings to retireIn retirement, expect to need 80% of whatever your pr...

    51 min

  3. 24 OKT.

    #122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

    Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 )Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )What to do with money from an RMD that you don't actually need ( 16:48 )Understanding the capital gain exclusion on selling your primary residence ( 19:58 )How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )How to distribute from a portfolio that includes t...

    40 min

  4. 17 OKT.

    #121 – Retirement planning chat with a "real" person, Doug Mann

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-timeLinks in this episode:Doug's travel/photography website - www.photomann.comThe Rock Retirement Club - hereRetirePlan website - hereDoug's episode on Roger Whitney's Retirement Answer Man p...

    1 tim 27 min

  5. 10 OKT.

    #120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

    Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. 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:Erik's company website - Retirement Portfolio PartnersThe Rock Retirement Club - hereTo send An...

    1 tim 52 min

  6. 3 OKT.

    #119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

    Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers.For those who don't already know, Rob Berger has one of the best YouTube channels out there for straight-shooting, educational and informative c...

    1 tim 41 min

  7. 26 SEP.

    #118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

    Listener Q&A where Andy talks about: Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 )Considerations when deciding between taking a pension or its lump sum ( 11:51 )Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a large Roth conversion or IRA distribution ( 25:03 )Understanding the pro rata rule when doing a Roth conversion when you have multiple IRAs ...

    49 min

  8. 19 SEP.

    #117 – Retirement planning chat with a "real" person, Alison

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a few years ago resulted in her being on long term disability, presumably through when she starts Social Security. They also talk about about what sh...

    59 min
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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!

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