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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
MP3•Episodio en casa
Manage episode 414475357 series 3305727
Contenido proporcionado por Andy Panko. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Andy Panko o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Listener Q&A where Andy talks about:
- Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )
- Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )
- Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )
- Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher - if the interest from the municipal bonds will have smaller impact on Modified Adjusted Gross Income for things like Medicare premium surcharges and Affordable Care Act premium tax credits ( 26:01 )
- A listener's feedback on why he feels a living/revocable trust was a good idea for him ( 31 :48 )
- How much money is TOO MUCH to have in a Health Savings Account ("HSA") ( 36:16 )
- Is it better to take a year's Required Minimum Distribution ("RMD") all at once, or spread out throughout the year ( 42:05 )
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
100 episodios
MP3•Episodio en casa
Manage episode 414475357 series 3305727
Contenido proporcionado por Andy Panko. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Andy Panko o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Listener Q&A where Andy talks about:
- Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )
- Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )
- Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )
- Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher - if the interest from the municipal bonds will have smaller impact on Modified Adjusted Gross Income for things like Medicare premium surcharges and Affordable Care Act premium tax credits ( 26:01 )
- A listener's feedback on why he feels a living/revocable trust was a good idea for him ( 31 :48 )
- How much money is TOO MUCH to have in a Health Savings Account ("HSA") ( 36:16 )
- Is it better to take a year's Required Minimum Distribution ("RMD") all at once, or spread out throughout the year ( 42:05 )
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
100 episodios
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