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#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!

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Manage episode 360535423 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Listener Q&A where Andy talks about:

  • Whether or not to reinvest dividends when in retirement
  • Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs
  • How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working
  • How to amend a tax return
  • Considerations when gifting stock that has appreciated in value

Links in this episode:

  • My podcast episode about the 4% Rule - here

  continue reading

115 episodes

Artwork
iconShare
 
Manage episode 360535423 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Listener Q&A where Andy talks about:

  • Whether or not to reinvest dividends when in retirement
  • Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs
  • How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working
  • How to amend a tax return
  • Considerations when gifting stock that has appreciated in value

Links in this episode:

  • My podcast episode about the 4% Rule - here

  continue reading

115 episodes

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