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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Manage episode 397489801 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:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- 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
109 episodes
Share
Manage episode 397489801 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:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- 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
109 episodes
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Similar to Retirement Planning Education, with Andy Panko
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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
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continue reading
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…
continue reading
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