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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#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
MP3•Thuis aflevering
Manage episode 356139775 series 3305727
Inhoud geleverd door Andy Panko. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Andy Panko of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Listener Q&A where Andy talks about:
- When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
- How changes in interest rates and inflation impact Social Security benefits
- Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006
- The difference in income taxation between revocable and irrevocable trusts
- Pros and cons of target retirement date mutual funds
- His thoughts on a career changer entering the retirement and tax planning field
Links in this episode:
- My YouTube video - Calculating your Social Security Primary Insurance Amount
- 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
104 afleveringen
MP3•Thuis aflevering
Manage episode 356139775 series 3305727
Inhoud geleverd door Andy Panko. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Andy Panko of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Listener Q&A where Andy talks about:
- When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
- How changes in interest rates and inflation impact Social Security benefits
- Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006
- The difference in income taxation between revocable and irrevocable trusts
- Pros and cons of target retirement date mutual funds
- His thoughts on a career changer entering the retirement and tax planning field
Links in this episode:
- My YouTube video - Calculating your Social Security Primary Insurance Amount
- 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
104 afleveringen
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