#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 21 July 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Listener Q&A where Andy answers questions about: Spousal Roth IRAs401(k) to Roth IRA conversionsSplitting up IRAs to have different beneficiaries for eachInvesting money earmarked for potential future long term care expensesHow I named my company, Tenon Financial IRS website link about direct vs indirect rollovers - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)New...

Transcript

Click on a timestamp to play from that location

0:00.0	We got a Q&A edition of retirement planning education.
0:03.1	I'll be answering questions about spousal Roth IRAs, 401k to Roth IRA conversions,
0:08.6	splitting up IRAs that have different beneficiaries across each,
0:12.0	how to invest money earmarked for long-term care expenses,
0:15.2	and how I named my company,
0:16.8	all in this the 32nd episode of the Retirement Planning Education Podcast.
0:24.2	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's
0:39.8	your host, Andy Panko. Welcome back, everyone. Thank you for listening as always. We got a cool one today
0:46.2	and a new one. This is going to be the first of recurring episodes of a mailbag Q&A edition of the Retirement Planning Education
0:56.3	Podcast, where you all can send me questions either via email.
1:02.1	Well, I guess via email is the only choice.
1:05.3	But it can be in writing or super cool.
1:08.5	We do have one of these today.
1:09.7	If you can figure out a way to send me an audio
1:12.5	recording of you asking the question, I can play the audio recording with you reading it and then
1:19.6	I can answer it. So for those interested in sending questions for future episodes, you can send
1:24.0	them to Andy Panko at gmail.com. That is A-N-D-Y-P- as in Peter, A-N-K-O at
1:31.2	Gmail. Again, you can either write them in the body of the message or attach, you know,
1:37.7	somehow record a voice file, an audio file of you asking the question and send that as an attachment
1:47.4	to me. If you do want your name listed, you know, announced on the episodes, just let me know in the email. I won't use last
1:52.6	names, but if you do sign your name in the email or otherwise give explicit approval to use
1:58.7	your name in the response I will. Otherwise, I will keep these questions
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andy Panko, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andy Panko and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.