Sign up to save your podcasts
Or
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!
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#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
720720 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
More shows like Retirement Planning Education, with Andy Panko
View all
Sound Retirement Radio
447 Listeners
Your Money, Your Wealth
790 Listeners
The Retirement and IRA Show
747 Listeners
Retirement Answer Man
1,289 Listeners
Retirement Starts Today
517 Listeners
Big Picture Retirement®
526 Listeners
Stay Wealthy Retirement Podcast
668 Listeners
The Boldin Your Money Podcast
182 Listeners
Retire With Purpose - The Retirement Podcast
568 Listeners
Ready For Retirement
796 Listeners
The Rob Berger Show
187 Listeners
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
547 Listeners
Retire With Style
171 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
140 Listeners
Retirement Answers
103 Listeners