DiscoverRetirement Planning Education, with Andy Panko#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

Update: 2024-11-28
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Description

Listener Q&A where Andy talks about: 

  • What to do about the concentration of the top few names in the S&P 500 ( 5:10 )
  • What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 )
  • Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 )
  • When it might make sense to buy an annuity for only a few years, such as five or 10 years ( 34:34 )
  • If your only income is Social Security and IRA withdrawals, what level of IRA withdrawal will lead to income high enough that you will need to start paying income-based surcharges on Medicare ( 37:47 )
  • How to transfer investment accounts from one broker/custodian to another ( 43:02 )


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

Links in this episode:

  • The DinkyTown 1040 tax return calculator - here


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#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

Andy Panko