Listener Q&A where Andy talks about: The summary of the five different tax return filing statusesWhether a particular listener could file as Head of Household for his 22 year-old son in collegeHow to get the 1099-INT form if you sold any I Bonds last yearWhether you can still do a 2023 Roth conversion now, in February 2024What to look for and ask regarding an advisor's succession planLinks in this episode:My YouTube video - Overview of Federal Income TaxationIRS's Instructions to For...

#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earlier and a variety of financial topics such as Social Security, investing, Roth conversions, how he recently took a work assignment abroad and more!...

#099 – Retirement planning chat with a "real" person, Al DiSalvio

Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Lauren's company's website - Daybreak Wealth ManagementMichael Kitces content - here David...

#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management

Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAsLinks in this episode:The IRS's Single Life Expectancy TableCharles Schwab's Inherited IRA Withdrawal RulesTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

#097 – Inherited IRA Required Minimum Distribution ("RMD") rules

Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher -...

#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distribut...

#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

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