Retirement Planning Education, with Andy Panko
Episodes
#010 - When do I have to take distributions from inherited retirement accounts?
17 Feb 2022
Contributed by Lukas
Summary of the Required Minimum Distribution ("RMD") rules around inherited retirement accountsLinks in this episode:"Free Stuff" ...
#009 - What are Required Minimum Distributions, and when do I have to take them?
10 Feb 2022
Contributed by Lukas
Summary of Required Minimum Distributions or "RMDs"Links in this episode:"Free Stuff" (including the IRS Uniform Lifetime table) -...
#008 - When can I take money out of my Roth IRA without tax or penalty?
03 Feb 2022
Contributed by Lukas
Summary of the rules around taking money out of your Roth IRA without tax or penaltyLinks in this episode:"Free Stuff" (including Roth withd...
#007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?
27 Jan 2022
Contributed by Lukas
Comparison of the features of tax-deferred vs Roth vs normal brokerage accountsLinks in this episode:Facebook group - Retirement Planning Education (f...
#006 - What's a "backdoor" Roth?
20 Jan 2022
Contributed by Lukas
Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing itLinks in this episode:Summary of helpful tax ...
#005 - Will I have to pay extra Medicare premiums?
14 Jan 2022
Contributed by Lukas
Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment AmountsLinks in this episode:2022 Medicare I...
#004 - Should I rollover my employer retirement plan?
14 Jan 2022
Contributed by Lukas
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAsLinks in this episode:Facebook group - Ret...
#003 - Should I take my pension as payments or a lump sum?
14 Jan 2022
Contributed by Lukas
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sumLinks in this...
#002 - What's the 4% Rule?
14 Jan 2022
Contributed by Lukas
Everything you ever wanted to know about the 4% RuleLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement...
#001 - How much money do I need to retire?
14 Jan 2022
Contributed by Lukas
A framework for figuring out how much money you need to retire.Links in this episode:Life expectancy calculator - Living To 100Facebook group - Retire...