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Share #109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
Listener Q&A where Andy talks about:
- How to know if your 401(k) is good ( 5:57 )
- Is it safer to bank at multiple banks instead of just one ( 14:33 )
- How much tax should you withhold from your Social Security ( 21:10 )
- Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total income over the Roth IRA contribution eligibility threshold ( 25:20 )
- Should you hire an advisor for a one-time Roth conversion analysis and plan if they claim it can save you millions in lifetime taxes ( 27:20 )
- Should you own international stocks in your stock allocation ( 31:58 )
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
- Form W-4V to have federal taxes withhold from your Social Security payments - here
- Dinkytown online tax return calculator - here
- My YouTube video on fixing excess Roth IRA contributions - here
- My article about the futility of trying to quantify the value of Roth conversions - here
- My company newsletter - Retirement Planning Insights
- 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
View all episodes
By Andy Panko
4.9
917917 ratings
Listener Q&A where Andy talks about:
- How to know if your 401(k) is good ( 5:57 )
- Is it safer to bank at multiple banks instead of just one ( 14:33 )
- How much tax should you withhold from your Social Security ( 21:10 )
- Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total income over the Roth IRA contribution eligibility threshold ( 25:20 )
- Should you hire an advisor for a one-time Roth conversion analysis and plan if they claim it can save you millions in lifetime taxes ( 27:20 )
- Should you own international stocks in your stock allocation ( 31:58 )
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
- Form W-4V to have federal taxes withhold from your Social Security payments - here
- Dinkytown online tax return calculator - here
- My YouTube video on fixing excess Roth IRA contributions - here
- My article about the futility of trying to quantify the value of Roth conversions - here
- My company newsletter - Retirement Planning Insights
- 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
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