#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

Retirement Planning Education, with Andy Panko

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2M ago 54:46

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Listener Q&A where Andy talks about:

Can you retroactively increase your income for a prior tax year ( 2:37 )
How to find a retirement planning tax specialist ( 8:16 )
How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )
Determining how much mega back door Roth contributions to do ( 22:02 )
Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )
My thoughts on "bullet" maturity bond ETFs ( 31:30 )
Whether reducing withdrawal rates or setting up a bucketing system eliminates Sequence of Returns Risk in retirement ( 43:27 )

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:

List of flat-free retirement planner referrals - here
Link to the Facebook group post about Sequence of Returns Risk - here
My YouTube video on Sequence of Returns Risk - 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

126 episoder

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions