Retirement Planning Education, with Andy Panko

#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!

Listener Q&A where Andy talks about: 

  • A short explanation of bonds and "the bond market" ( 2:48 )
  • Are actively managed bond funds better than passive bond funds ( 21:53 )
  • What are the pros and cons of making all of the year's estimated tax payments in the first quarter ( 30:30 )
  • Why insurers don't offer a long term care product with a 2-3 years elimination period or deductible to cover just LTC needs beyond a few years ( 34:07 )
  • His thoughts on getting retirement income from dividends, Treasury interest and municipal bond interest ( 37:20 )
  • Are there any advisors who specialize in working with couples where only one couple is involved in the household finances ( 42:47 )
  • Are there any disadvantages to converting ALL pre-tax account balances to Roth ( 46:20 )
  • Is disability income considered "earned income" and eligible to make IRA or Roth IRA contributions ( 55:30 )


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

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