Retirement Planning Education, with Andy Panko - podcast cover

Retirement Planning Education, with Andy Panko

Andy Panko•retirementplanningeducation.buzzsprout.com
Education
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Episodes

#011 - How do financial advisors get paid?

Explanation of how financial advisors get paid, including the differences in compensation structure between investment managers, securities salespeople and insurance salespeople Links in this episode: My three-part video series about how to find a financial advisor - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Retirement Planning Insights...

Feb 24, 2022•36 min

#010 - When do I have to take distributions from inherited retirement accounts?

Summary of the Required Minimum Distribution ("RMD") rules around inherited retirement accounts Links in this episode: "Free Stuff" (including the IRS Uniform Lifetime table and flowcharts) - here IRS Joint Life and Last Survivor Expectancy table - here My detailed video about RMDs from inherited accounts - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Reti...

Feb 17, 2022•34 min

#009 - What are Required Minimum Distributions, and when do I have to take them?

Summary of Required Minimum Distributions or "RMDs" Links in this episode: "Free Stuff" (including the IRS Uniform Lifetime table) - here IRS Joint Life and Last Survivor Expectancy table - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Retirement Planning Insights...

Feb 10, 2022•32 min

#008 - When can I take money out of my Roth IRA without tax or penalty?

Summary of the rules around taking money out of your Roth IRA without tax or penalty Links in this episode: "Free Stuff" (including Roth withdrawal rule summary sheet) - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Retirement Planning Insights...

Feb 03, 2022•33 min

#006 - What's a "backdoor" Roth?

Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing it Links in this episode: Summary of helpful tax and financial planning info for 2022 - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Retirement Planning Insights...

Jan 20, 2022•35 min

#005 - Will I have to pay extra Medicare premiums?

Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment Amounts Links in this episode: 2022 Medicare IRMAA amounts - here Form SSA-44 - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Retirement Planning Insights...

Jan 14, 2022•27 min

#004 - Should I rollover my employer retirement plan?

The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAs 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...

Jan 14, 2022•37 min

#003 - Should I take my pension as payments or a lump sum?

Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sum Links in this episode: Life expectancy calculator - Living To 100 IRS pension present value "segment rates" - here Pension Benefit Guaranty Corporation ("PGBC") website - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Reti...

Jan 14, 2022•39 min

#002 - What's the 4% Rule?

Everything you ever wanted to know about the 4% Rule 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...

Jan 14, 2022•40 min

#001 - How much money do I need to retire?

A framework for figuring out how much money you need to retire. Links in this episode: Life expectancy calculator - Living To 100 Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Newsletter - Retirement Planning Insights...

Jan 14, 2022•29 min
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