Retirement Planning Education, with Andy Panko

#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!

• Andy Panko

Share episode

Listener Q&A where Andy answers questions about:

  • How the IRS knows if you satisfy RMDs on an inherited account if  you move the account between custodians during the year
  • The deductibility of long-term care expenses as medical expenses
  • Taxation of selling Restricted Stock Units (“RSUs”)
  • Medicare premium surcharges while your Medicare benefits are suspended
  • How to plan for the known knowns, the known unknowns and the unknown unknowns


Links in this episode:

Head Shot

Andy Panko

Host