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Контент предоставлен Andy Panko. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Andy Panko или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
Manage episode 421058903 series 3305727
Контент предоставлен Andy Panko. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Andy Panko или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Listener Q&A where Andy talks about:
- How to choose a brokerage firm/custodian to use ( 3:00 )
- How frequently to rebalance your portfolio ( 11:46 )
- Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
- Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
- The two different 5-year rules for Roth IRAs ( 24:03 )
- How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )
Links in this episode:
- My YouTube video - Understanding Roth IRA Withdrawal Rules
- My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence
- 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
130 эпизодов
Поделиться
Manage episode 421058903 series 3305727
Контент предоставлен Andy Panko. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Andy Panko или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Listener Q&A where Andy talks about:
- How to choose a brokerage firm/custodian to use ( 3:00 )
- How frequently to rebalance your portfolio ( 11:46 )
- Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
- Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
- The two different 5-year rules for Roth IRAs ( 24:03 )
- How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )
Links in this episode:
- My YouTube video - Understanding Roth IRA Withdrawal Rules
- My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence
- 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
130 эпизодов
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Похожие на Retirement Planning Education, with Andy Panko
Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
…
continue reading
Anxiety Slayer is an Award-Winning anxiety relief podcast with supportive tips, tools, and practices to help you calm anxiety, stress, PTSD, and panic attacks. Celebrating 700 episodes and over 13 million downloads! Visit AnxietySlayer.com to listen in and get our free Anxiety Slayer Starter Course.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
AnthroPod is produced by the Society for Cultural Anthropology. In each episode, we explore what anthropology teaches us about the world and people around us.
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
The Voice of ASWJ Australia. Listen to & Download Our Latest Programs. Topics: Aqeedah (Creed), Tafsir Qur'an, Islamic Fiqh, History, Youth & Community programs, Medical & Health programs and much much more. Podcasts are in Arabic & English.
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continue reading
Five-time winner of Best Education Podcast in the Podcast Awards. Grammar Girl provides short, friendly tips to improve your writing and feed your love of the English language. Whether English is your first language or your second language, these grammar, punctuation, style, and business tips will make you a better and more successful writer. Grammar Girl is a Quick and Dirty Tips podcast.
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Are you looking for more happiness, success and vitality in your life? Get inspired each week with wellness and performance expert, Integrative Medicine Fellow, author & keynote speaker, Kristel Bauer. Live Greatly shares empowering conversations and insights about happiness, wellness & success to support your personal and professional development. Kristel talks with top experts, leaders and inspiring individuals to help you embrace a growth mindset and excel in your work/life. Kristel then ...
…
continue reading
English practice for beginners and advanced, that will inspire and refresh the anxious language student. Download the text and grammar notes for a complete language experience. You really can learn English well with this clearly spoken and delightful course.
…
continue reading
Player FM - приложение для подкастов
Работайте офлайн с приложением Player FM !
Работайте офлайн с приложением Player FM !
