Sobre este pódcast
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
223 episodios · education
Retirement Planning Education, with Andy Panko
Sobre este pódcast
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Episodios recientes
- #220 - How to move to a new state...tax compliantly3 sept · 1 h 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 ago · 1 h 05 min
- #218 – "Real" person retirement planning chat with Mark20 ago · 1 h 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 ago · 1 h 09 min
- #216 - Trump accounts: what they are, how they work, and use cases6 ago · 1 h 36 min
- #215 - Summary of the 2026 annual Social Security trustees report30 jul · 55 min
- #214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!23 jul · 1 h 09 min
- #213 – "Real" person retirement planning chat with Tom16 jul · 1 h 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 jul · 1 h 38 min
- #211 – 8 common tax planning mistakes often made in retirement2 jul · 1 h 14 min
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