Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
MP3•Episode hjem
Manage episode 421058903 series 3305727
Indhold leveret af Andy Panko. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andy Panko eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Listener Q&A where Andy talks about:
- How to choose a brokerage firm/custodian to use ( 3:00 )
- How frequently to rebalance your portfolio ( 11:46 )
- Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
- Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
- The two different 5-year rules for Roth IRAs ( 24:03 )
- How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )
Links in this episode:
- My YouTube video - Understanding Roth IRA Withdrawal Rules
- My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence
- 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
130 episoder
MP3•Episode hjem
Manage episode 421058903 series 3305727
Indhold leveret af Andy Panko. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andy Panko eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Listener Q&A where Andy talks about:
- How to choose a brokerage firm/custodian to use ( 3:00 )
- How frequently to rebalance your portfolio ( 11:46 )
- Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
- Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
- The two different 5-year rules for Roth IRAs ( 24:03 )
- How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )
Links in this episode:
- My YouTube video - Understanding Roth IRA Withdrawal Rules
- My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence
- 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
130 episoder
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