Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
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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!
MP3•Episodio en casa
Manage episode 446568563 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:
- 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
125 episodios
MP3•Episodio en casa
Manage episode 446568563 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:
- 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
125 episodios
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