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Retirement Planning Education, with Andy Panko

#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!

February 23, 2023 Andy Panko
Retirement Planning Education, with Andy Panko
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
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Retirement Planning Education, with Andy Panko
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
Feb 23, 2023
Andy Panko

Listener Q&A where Andy talks about: 

  • When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
  • How changes in interest rates and inflation impact Social Security benefits 
  • Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006 
  • The difference in income taxation between revocable and irrevocable trusts 
  • Pros and cons of target retirement date mutual funds 
  • His thoughts on a career changer entering the retirement and tax planning field

Links in this episode:

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Show Notes

Listener Q&A where Andy talks about: 

  • When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
  • How changes in interest rates and inflation impact Social Security benefits 
  • Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006 
  • The difference in income taxation between revocable and irrevocable trusts 
  • Pros and cons of target retirement date mutual funds 
  • His thoughts on a career changer entering the retirement and tax planning field

Links in this episode: