• #122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

  • Oct 24 2024
  • Length: 40 mins
  • Podcast

#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

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  • Summary

  • Listener Q&A where Andy talks about:

    • How to keep track of Roth IRA contributions ( 6:45 )
    • Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
    • What to do with money from an RMD that you don't actually need ( 16:48 )
    • Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
    • How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
    • How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
    • Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )


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

    Links in this episode:

    • The Boomer Benefits Facebook group - here
    • My podcast about the primary residence sale capital gain exclusion - here
    • TransUnion SmartMove website - 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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