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
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
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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:
- My YouTube video - Calculating your Social Security Primary Insurance Amount
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
