#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

Retirement Planning Education, with Andy Panko - A podcast by Andy Panko - Thursdays

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Education

Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 )How frequently to rebalance your portfolio ( 11:46 )Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )The two different 5-year rules for Roth IRAs ( 24:03 )How mortgages or home equity lines of credit play into how m...