Explanation of the five different versions of Modified Adjusted Gross Income, or MAGI, you're likely to come across in retirement planningDownloadable MAGI summary handout - hereWhat is MAGI YouTube video - hereUnderstanding Medicare Premium Surcharges YouTube video - hereAffordable Care Act ("ACA") Premium Tax Credits YouTube video - hereWhat is Net Investment Income Tax YouTube video - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirem...

#027 - What is Modified Adjusted Gross Income, or MAGI?

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Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 )How frequently to rebalance your portfolio ( 11:46 )Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )The two different 5-year rules for Roth IRAs ( 24:03 )How mortgages or home equity lines of credit play into how mu...

#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

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

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#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

#027 - What is Modified Adjusted Gross Income, or MAGI?

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