Retirement Planning Education, with Andy Panko Podcast Artwork Image

Retirement Planning Education, with Andy Panko

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!
#023 - What is Tax Loss and Tax Gain Harvesting?May 19, 2022 Episode artwork #022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal ridersMay 12, 2022 Episode artwork #021 - All about annuities, Part 2: Income annuities and payment optionsMay 05, 2022 Episode artwork #020 - All about annuities, Part 1: Introduction and MYGAsApril 28, 2022 Episode artwork #019 - What are I Bonds?April 21, 2022 Episode artwork #018 - What is Monte Carlo simulation?April 14, 2022 Episode artwork #017 - What are the alternatives to bonds and bond funds?April 07, 2022 Episode artwork #016 - What are bonds and bond funds?March 31, 2022 Episode artwork #015 - What do all of the letters mean after financial advisors' names?March 24, 2022 Episode artwork #014 - How to do your own tax return or find a preparerMarch 17, 2022 Episode artwork #013 - What are all of the forms in a retiree's tax return?March 10, 2022 Episode artwork #012 - What are mutual fund capital gain distributions?March 03, 2022 Episode artwork #011 - How do financial advisors get paid?February 24, 2022 Episode artwork #010 - When do I have to take distributions from inherited retirement accounts?February 17, 2022 Episode artwork #009 - What are Required Minimum Distributions, and when do I have to take them?February 10, 2022 Episode artwork #008 - When can I take money out of my Roth IRA without tax or penalty?February 03, 2022 Episode artwork #007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?January 27, 2022 Episode artwork #006 - What's a "backdoor" Roth?January 20, 2022 Episode artwork #005 - Will I have to pay extra Medicare premiums?January 14, 2022 Episode artwork #004 - Should I rollover my employer retirement plan?January 14, 2022 Episode artwork #003 - Should I take my pension as payments or a lump sum?January 14, 2022 Episode artwork #002 - What's the 4% Rule?January 14, 2022 Episode artwork #001 - How much money do I need to retire?January 14, 2022 Episode artwork