DiscoverRetirement Planning Education, with Andy Panko#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

Update: 2024-08-22
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Description

Listener Q&A where Andy talks about: 

  • Can you retroactively increase your income for a prior tax year ( 2:37 )
  • How to find a retirement planning tax specialist ( 8:16 )
  • How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )
  • Determining how much mega back door Roth contributions to do ( 22:02 )
  • Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )
  • My thoughts on "bullet" maturity bond ETFs ( 31:30 )
  • Whether reducing withdrawal rates or setting up a bucketing system eliminates Sequence of Returns Risk in retirement ( 43:27 )


To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Links in this episode:

  • List of flat-free retirement planner referrals - here
  • Link to the Facebook group post about Sequence of Returns Risk - here
  • My YouTube video on Sequence of Returns Risk - here


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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!