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
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
•
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:
- My YouTube video - Understanding Roth IRA Withdrawal Rules
- My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence
- My company newsletter - Retirement Planning Insights
- 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
