Retirement Planning Education, with Andy Panko

#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

• Andy Panko

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Listener Q&A where Andy talks about: 

  • How to keep track of Roth IRA contributions ( 6:45 )
  • Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
  • What to do with money from an RMD that you don't actually need ( 16:48 )
  • Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
  • How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
  • How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
  • Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )


To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Links in this episode:

  • The Boomer Benefits Facebook group - here
  • My podcast about the primary residence sale capital gain exclusion - here
  • TransUnion SmartMove website - here


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Andy Panko

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