Über diesen Podcast
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
223 Folgen · education
Retirement Planning Education, with Andy Panko
Über diesen Podcast
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Neue Folgen
- #220 - How to move to a new state...tax compliantly3. Sept. · 1 Std. 25 Min.
- #219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!27. Aug. · 1 Std. 05 Min.
- #218 – "Real" person retirement planning chat with Mark20. Aug. · 1 Std. 42 Min.
- #217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!13. Aug. · 1 Std. 09 Min.
- #216 - Trump accounts: what they are, how they work, and use cases6. Aug. · 1 Std. 36 Min.
- #215 - Summary of the 2026 annual Social Security trustees report30. Juli · 55 Min.
- #214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!23. Juli · 1 Std. 09 Min.
- #213 – "Real" person retirement planning chat with Tom16. Juli · 1 Std. 17 Min.
- #212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!9. Juli · 1 Std. 38 Min.
- #211 – 8 common tax planning mistakes often made in retirement2. Juli · 1 Std. 14 Min.
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