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Retirement Planning Education, with Andy Panko

Andy Panko

retirementplanningeducation.buzzsprout.com

Weekly podcast. Next episode on Thursday.

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

197 episodes • 0 archived •

#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)

March 5

1h 6m

#193 - Q&A edition...Social Security lump sum for retroactive payments, whether to pay off a mortgage, step-up in basis, gifting without having to file a gift tax return and MORE!

February 26

1h 12m

#192 – "Real" person chat with Kevin Sebesta from the Rock Retirement Club, discussing FIRE...Financial Independence, Retire Early

February 19

1h 17m

#191 - "Hot topics" edition...Andy and Jason Cutitta talk about inheritances, Die With Zero, TSP in-plan conversion, taking RMDs and MORE!

February 12

1h 18m

#190 - All about "backdoor" Roth contributions

February 5

56 mins

#189 - My background and prior experiences and how they shaped my views and approach to retirement planning and starting my own firm and creating this podcast

January 29

1h 18m

#188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE!

January 22

1h 10m

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Retirement Planning Education, with Andy Panko