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!
Retirement Planning Education, with Andy Panko
Latest Episodes
#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!
Listener Q&A where Andy talks about: Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 )His thoughts on why qualified Roth account distributions might eventually be included in certain ...
#213 – "Real" person retirement planning chat with Tom
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for reti...
#212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!
Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:How we help clients get over the hurdle of actua...
#211 – 8 common tax planning mistakes often made in retirement
Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and/or fix them after they've happenedThe 8 common mistakes are:Not ...
#210 - Q&A edition...Mega backdoor Roth contributions, nonqualified annuities, exceptions to the IRA early withdrawal penalty, when to hire an advisor, how much is too much to pay for an advisor and MORE!
Listener Q&A where Andy talks about: Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or taxable income ( 4:08 )What are the pros and cons of using average c...
