Listener Q&A where Andy talks about: 

• When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
• How changes in interest rates and inflation impact Social Security benefits 
• Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006 
• The difference in income taxation between revocable and irrevocable trusts 
• Pros and cons of target retirement date mutual funds 
• His thoughts on a career changer entering the retirement and tax planning field

Links in this episode:

• My YouTube video - Calculating your Social Security Primary Insurance Amount
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com