Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Podcasting since 2022 • 148 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#145 - Understanding mutual fund capital gain distributions
Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts.Links in this episode:Tenon Financial monthly e-newsletter -
•
43:48
#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
Listener Q&A where Andy talks about: Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 )Understanding why some dividend...
•
41:18
#143 – Retirement planning chat with a "real" person, Jim Jones
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into ...
•
59:34
#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:...
•
1:29:19
#141 - Determining how much Roth conversion to do in a given year
Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or ...
•
52:27
