#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto 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: Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs ( 5:46 )What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )How...