Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
Manage episode 446568563 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:
- How to keep track of Roth IRA contributions ( 6:45 )
- Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
- What to do with money from an RMD that you don't actually need ( 16:48 )
- Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
- How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
- How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
- Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:
- The Boomer Benefits Facebook group - here
- My podcast about the primary residence sale capital gain exclusion - here
- TransUnion SmartMove website - here
- 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
144 afleveringen
Manage episode 446568563 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:
- How to keep track of Roth IRA contributions ( 6:45 )
- Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
- What to do with money from an RMD that you don't actually need ( 16:48 )
- Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
- How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
- How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
- Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:
- The Boomer Benefits Facebook group - here
- My podcast about the primary residence sale capital gain exclusion - here
- TransUnion SmartMove website - here
- 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
144 afleveringen
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