An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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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.
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#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!
Manage episode 502868527 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://podcastplayer.com/legal.
Listener Q&A where Andy talks about:
- How to account on your tax return for the basis in inherited IRAs ( 7:00 )
- Is having large Required Minimum Distributions ("RMDs") really a bad thing ( 12:04 )
- Is there any merit to using a break-even analysis to help decide when to start Social Security ( 15:59 )
- When does it make sense for someone to consider working with a financial advisor ( 18:14 )
- Are Roth contribution and conversion rules the same across all of the various types of employer retirement accounts like 401(k)s, 403(b)s, TSP, etc. ( 26:18 )
- Are there separate five-year holding periods for Roth conversions done in employer retirement plans ( 27:37 )
- Do in-plan Roth conversions each have their own five-year holding period to waive the 10% early withdrawal penalty ( 30:36 )
- Can Roth conversions be done before taking any distributions or doing Qualified Charitable Distributions ("QCDs") in the year someone turns RMD age ( 31:49 )
- If receiving Restricted Stock Units ("RSUs") or deferred compensation in years after you stop working, is that considered earned income eligible for making Roth IRA contributions ( 34:38 )
- Does taking a really large Health Savings Account ("HSA") distribution make you a higher audit risk in the eyes of the IRS ( 39:19 )
- Is there a way to invest in broad stock market exposure but without the ongoing dividends such index fund pay out ( 42:27 )
- Does the progress toward meeting the five-year rule within an employer Roth retirement plan port over to a Roth IRA or other employer Roth plans when doing a rollover, or vice versa ( 46:08 )
- How to plan and account for an inheritance that a person is rather certain to receive, but the timing of receiving it isn't certain ( 49:43 )
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
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
186 episodes
Share
Manage episode 502868527 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://podcastplayer.com/legal.
Listener Q&A where Andy talks about:
- How to account on your tax return for the basis in inherited IRAs ( 7:00 )
- Is having large Required Minimum Distributions ("RMDs") really a bad thing ( 12:04 )
- Is there any merit to using a break-even analysis to help decide when to start Social Security ( 15:59 )
- When does it make sense for someone to consider working with a financial advisor ( 18:14 )
- Are Roth contribution and conversion rules the same across all of the various types of employer retirement accounts like 401(k)s, 403(b)s, TSP, etc. ( 26:18 )
- Are there separate five-year holding periods for Roth conversions done in employer retirement plans ( 27:37 )
- Do in-plan Roth conversions each have their own five-year holding period to waive the 10% early withdrawal penalty ( 30:36 )
- Can Roth conversions be done before taking any distributions or doing Qualified Charitable Distributions ("QCDs") in the year someone turns RMD age ( 31:49 )
- If receiving Restricted Stock Units ("RSUs") or deferred compensation in years after you stop working, is that considered earned income eligible for making Roth IRA contributions ( 34:38 )
- Does taking a really large Health Savings Account ("HSA") distribution make you a higher audit risk in the eyes of the IRS ( 39:19 )
- Is there a way to invest in broad stock market exposure but without the ongoing dividends such index fund pay out ( 42:27 )
- Does the progress toward meeting the five-year rule within an employer Roth retirement plan port over to a Roth IRA or other employer Roth plans when doing a rollover, or vice versa ( 46:08 )
- How to plan and account for an inheritance that a person is rather certain to receive, but the timing of receiving it isn't certain ( 49:43 )
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
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
186 episodes
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Similar to Retirement Planning Education, with Andy Panko
An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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continue reading
If you are looking to increase your self love, confidence & self esteem then the The Confidence AND Self Esteem Podcast .com is for you. A mixture of stories, motivational talks and practical advice hosted by James Blundell. Become a supporter of this podcast: https://www.spreaker.com/podcast/confidence-self-esteem-podcast--3128218/support.
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1
Every Day Is Saturday Podcast For Motivation, Inspiration And Success
Self Improvement Coach Sam Crowley
1k900
One of the top motivational podcasts for 18 years and running. Motivational messages to keep you inspired throughout the week. Success comes in all shapes and sizes. Sam Crowley’s authentic message will provide the inspiration you need to conquer the challenges and claim your power.
…
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 ...
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BackStory is a weekly public podcast hosted by U.S. historians Ed Ayers, Brian Balogh, Nathan Connolly and Joanne Freeman. We're based in Charlottesville, Va. at Virginia Humanities. There’s the history you had to learn, and the history you want to learn - that’s where BackStory comes in. Each week BackStory takes a topic that people are talking about and explores it through the lens of American history. Through stories, interviews, and conversations with our listeners, BackStory makes histo ...
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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 ...
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Named by Oprah as a thought leader for the next generation and one of Inc.'s 500 fastest growing companies, Marie Forleo's goal is to help you become the person you most want to be. In this show, Marie and her guests share actionable strategies for greater happiness, success, motivation, creativity, productivity, love, health, contribution and fulfillment — often with a lot of laughs. From business, marketing and career advice, to tackling failure, disappointment and fear, to philanthropy an ...
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continue reading
We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
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continue reading
(Apple's Best of 2018) In-depth conversations with people at the top of their game. Jordan Harbinger unpacks guests' wisdom into practical nuggets you can use to impact your work, life, and relationships. Learn from leaders (Ray Dalio, Simon Sinek, Mark Cuban), entertainers (Moby, Tip "T.I." Harris, Dennis Quaid), scientists (Neil deGrasse Tyson, Bill Nye), athletes (Kobe Bryant, Dennis Rodman, Tony Hawk) and an eclectic array of fascinating minds, from art forgers and arms traffickers to sp ...
…
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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