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

Retirement Planning Education, with Andy Panko

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1M ago 39:45

MP3•Episode hjem

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 total bond market funds as its fixed income allocation ( 28:10 )
Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:

The Boomer Benefits Facebook group - here
My podcast about the primary residence sale capital gain exclusion - here
TransUnion SmartMove website - here

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

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions