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
#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!
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Andy Panko
Listener Q&A where Andy talks about:
- Whether or not to reinvest dividends when in retirement
- Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs
- How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working
- How to amend a tax return
- Considerations when gifting stock that has appreciated in value
Links in this episode:
- Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903
- My podcast episode about the 4% Rule - here
- 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
