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 ...
…
continue reading
コンテンツは Andy Panko によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Andy Panko またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
Manage episode 349141840 series 3305727
コンテンツは Andy Panko によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Andy Panko またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Listener Q&A where Andy talks about:
- The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plans
- When Roth 401(k) conversions can be accessed without tax or penalty
- Whether certain mutual fund sales and purchases will constitute a wash sale
- Whether it’s better to purchase 10-year US Treasury notes sooner or later if you assume the Federal Reserve will continue raising interest rates
- How to contribute the maximum HSA family contribution in 2023 if both spouses in a married couple will be at least 55 by the end of 2023
Links in this episode:
- IRS summary of non-governmental 457(b) plans - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
100 つのエピソード
シェア
Manage episode 349141840 series 3305727
コンテンツは Andy Panko によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Andy Panko またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Listener Q&A where Andy talks about:
- The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plans
- When Roth 401(k) conversions can be accessed without tax or penalty
- Whether certain mutual fund sales and purchases will constitute a wash sale
- Whether it’s better to purchase 10-year US Treasury notes sooner or later if you assume the Federal Reserve will continue raising interest rates
- How to contribute the maximum HSA family contribution in 2023 if both spouses in a married couple will be at least 55 by the end of 2023
Links in this episode:
- IRS summary of non-governmental 457(b) plans - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
100 つのエピソード
すべてのエピソード
×
プレーヤーFMへようこそ！
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。
Retirement Planning Education, with Andy Pankoに似ているもの
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 ...
…
continue reading
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 ...
…
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 ...
…
continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
…
continue reading
Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
Five-time winner of Best Education Podcast in the Podcast Awards. Grammar Girl provides short, friendly tips to improve your writing and feed your love of the English language. Whether English is your first language or your second language, these grammar, punctuation, style, and business tips will make you a better and more successful writer. Grammar Girl is a Quick and Dirty Tips podcast.
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
A science guy from the deep south (Destin) and a humanities guy from the wild west (Matt Whitman) discuss deep questions with varying levels of maturity.
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
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continue reading
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう！
Player FMアプリでオフラインにしPlayer FMう！
