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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
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:
- 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
111 episodes
Share
Manage episode 421058903 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:
- 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
111 episodes
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Similar to Retirement Planning Education, with Andy Panko
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…
continue reading
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…
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continue reading
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…
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
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 ...
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continue reading
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…
continue reading
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The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
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