#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

Retirement Planning Education, with Andy Panko

May 30, 2024

Andy Panko

Listener Q&A where Andy talks about:

How to choose a brokerage firm/custodian to use ( 3:00 )
How frequently to rebalance your portfolio ( 11:46 )
Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
The two different 5-year rules for Roth IRAs ( 24:03 )
How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )

Links in this episode:

Listener Q&A where Andy talks about:

How to choose a brokerage firm/custodian to use ( 3:00 )
How frequently to rebalance your portfolio ( 11:46 )
Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
The two different 5-year rules for Roth IRAs ( 24:03 )
How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )

Links in this episode:

Retirement Planning Education, with Andy Panko