Retirement Planning Education, with Andy Panko

#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!

January 25, 2024 Andy Panko
Retirement Planning Education, with Andy Panko
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Show Notes

Listener Q&A where Andy talks about: 

  • For those who have solo 401(k) plans, when having to file Form 5500EZ is required
  • What's tax gain harvesting and when it's beneficial
  • How to select between online banks that offer high yield savings accounts
  • Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio

Links in this episode: