#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE‪!‬ Retirement Planning Education, with Andy Panko

Listener Q&A where Andy talks about: 
The summary of the five different tax return filing statusesWhether a particular listener could file as Head of Household for his 22 year-old son in collegeHow to get the 1099-INT form if you sold any I Bonds last yearWhether you can still do a 2023 Roth conversion now, in February 2024What to look for and ask regarding an advisor's succession planLinks in this episode:
My YouTube video - Overview of Federal Income TaxationIRS's Instructions to Form 1040IRS's website for What is My Filing Status?IRS's website for Whom May I Claim as a Dependent?My company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com