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Contenuto fornito da Andy Panko. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andy Panko o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!

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Contenuto fornito da Andy Panko. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andy Panko o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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:

  continue reading

118 episodi

Artwork
iconCondividi
 
Manage episode 414475357 series 3305727
Contenuto fornito da Andy Panko. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andy Panko o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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:

  continue reading

118 episodi

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