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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
MP3•Episode home
Manage episode 409187214 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 establish tax residence in a new state, and how to leave tax residence in your old state
- Carrying over capital loss deductions
- Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210
- When in the tax return season should you file your return
- Is an advisory fee of 1.25% to 1.50% worth it
Links in this episode:
- My YouTube video - Estimated Taxes, Tax Withholdings and Underpayment Penalties
- 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
107 episodes
MP3•Episode home
Manage episode 409187214 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 establish tax residence in a new state, and how to leave tax residence in your old state
- Carrying over capital loss deductions
- Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210
- When in the tax return season should you file your return
- Is an advisory fee of 1.25% to 1.50% worth it
Links in this episode:
- My YouTube video - Estimated Taxes, Tax Withholdings and Underpayment Penalties
- 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
107 episodes
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