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

  • Aug 22 2024
  • Length: 55 mins
  • Podcast

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

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  • Summary

  • 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
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