04.13.2023 - By Andy Panko
Listener Q&A where Andy talks about: Whether or not to reinvest dividends when in retirementCapital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still workingHow to amend a tax returnConsiderations when gifting stock that has appreciated in valueLinks in this episode:Boomer Benefits Facebook group page - https://www....