#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
Aug 18, 2022•39 min
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Episode description
Listener Q&A where Andy answers questions about:
- Whether I prefer simplification or optimization in financial planning
- Roth conversion optimization
- Is crypto mining taxable
- How to buy I Bonds through tax return refunds
- What positions to sell when distributing from an IRA
- When to start annuity payments
Links in this episode:
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
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