Retirement Planning Education, with Andy Panko

147 Episoade

1. #027 - What is Modified Adjusted Gross Income, or MAGI?

   Publicat: 16.06.2022
2. #026 - Highlights of the 2022 Social Security Trustees Report

   Publicat: 09.06.2022
3. #025 - Introduction to Social Security

   Publicat: 02.06.2022
4. #024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?

   Publicat: 26.05.2022
5. #023 - What is Tax Loss and Tax Gain Harvesting?

   Publicat: 19.05.2022
6. #022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders

   Publicat: 12.05.2022
7. #021 - All about annuities, Part 2: Income annuities and payment options

   Publicat: 05.05.2022
8. #020 - All about annuities, Part 1: Introduction and MYGAs

   Publicat: 28.04.2022
9. #019 - What are I Bonds?

   Publicat: 21.04.2022
10. #018 - What is Monte Carlo simulation?

    Publicat: 14.04.2022
11. #017 - What are the alternatives to bonds and bond funds?

    Publicat: 07.04.2022
12. #016 - What are bonds and bond funds?

    Publicat: 31.03.2022
13. #015 - What do all of the letters mean after financial advisors' names?

    Publicat: 24.03.2022
14. #014 - How to do your own tax return or find a preparer

    Publicat: 17.03.2022
15. #013 - What are all of the forms in a retiree's tax return?

    Publicat: 10.03.2022
16. #012 - What are mutual fund capital gain distributions?

    Publicat: 03.03.2022
17. #011 - How do financial advisors get paid?

    Publicat: 24.02.2022
18. #010 - When do I have to take distributions from inherited retirement accounts?

    Publicat: 17.02.2022
19. #009 - What are Required Minimum Distributions, and when do I have to take them?

    Publicat: 10.02.2022
20. #008 - When can I take money out of my Roth IRA without tax or penalty?

    Publicat: 03.02.2022