Retirement Planning Education, with Andy Panko

147 Episodes

1. #027 - What is Modified Adjusted Gross Income, or MAGI?

   Published: 6/16/2022
2. #026 - Highlights of the 2022 Social Security Trustees Report

   Published: 6/9/2022
3. #025 - Introduction to Social Security

   Published: 6/2/2022
4. #024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?

   Published: 5/26/2022
5. #023 - What is Tax Loss and Tax Gain Harvesting?

   Published: 5/19/2022
6. #022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders

   Published: 5/12/2022
7. #021 - All about annuities, Part 2: Income annuities and payment options

   Published: 5/5/2022
8. #020 - All about annuities, Part 1: Introduction and MYGAs

   Published: 4/28/2022
9. #019 - What are I Bonds?

   Published: 4/21/2022
10. #018 - What is Monte Carlo simulation?

    Published: 4/14/2022
11. #017 - What are the alternatives to bonds and bond funds?

    Published: 4/7/2022
12. #016 - What are bonds and bond funds?

    Published: 3/31/2022
13. #015 - What do all of the letters mean after financial advisors' names?

    Published: 3/24/2022
14. #014 - How to do your own tax return or find a preparer

    Published: 3/17/2022
15. #013 - What are all of the forms in a retiree's tax return?

    Published: 3/10/2022
16. #012 - What are mutual fund capital gain distributions?

    Published: 3/3/2022
17. #011 - How do financial advisors get paid?

    Published: 2/24/2022
18. #010 - When do I have to take distributions from inherited retirement accounts?

    Published: 2/17/2022
19. #009 - What are Required Minimum Distributions, and when do I have to take them?

    Published: 2/10/2022
20. #008 - When can I take money out of my Roth IRA without tax or penalty?

    Published: 2/3/2022