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
#216 - Trump accounts: what they are, how they work, and use cases
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Andy Panko
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Andy discusses the ins and outs of Trump accounts:
- Legislative background
- How to open them
- How to fund them
- Investing inside them
- How to distribute from them
- Reporting around them
- Taxation of them
- The two potential worthwhile use cases I see for them
Links in this episode:
- My in-depth write-up of Trump accounts, including all of the links I referenced in the show - Trump accounts: what they are, how they work, and use cases
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
To follow Andy on LinkedIn: https://www.linkedin.com/in/andypanko/
