#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

Retirement Planning Education, with Andy Panko

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.

1M ago 53:38

MP3•Episode hjem

Listener Q&A where Andy talks about:

What to do about the concentration of the top few names in the S&P 500 ( 5:10 )
What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 )
Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 )
When it might make sense to buy an annuity for only a few years, such as five or 10 years ( 34:34 )
If your only income is Social Security and IRA withdrawals, what level of IRA withdrawal will lead to income high enough that you will need to start paying income-based surcharges on Medicare ( 37:47 )
How to transfer investment accounts from one broker/custodian to another ( 43:02 )

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

The DinkyTown 1040 tax return calculator - 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

135 episoder

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