#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 23 February 2023
⏱️ 47 minutes
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| 0:00.0 | Who's ready for another Q&A edition where I'll be talking about highly compensated employees in 401K plans, how interest rates affect social security, and taking distributions from inherited 401k accounts in this, the 63rd episode of the Retirement Planning Education Podcasts. |
| 0:18.0 | Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, |
| 0:24.1 | employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, |
| 0:30.7 | estate planning, and much more. And now here's your host, Andy Panko. |
| 0:35.7 | Okay, welcome back, everybody. |
| 0:38.5 | Thank you as always for listening. |
| 0:40.5 | So here we are, 63rd episode. |
| 0:46.4 | This is the first one after the last one, which was the end of the six-part series of intro to investing. |
| 0:47.4 | For those of you who did not catch that, definitely go back and listen through. |
| 0:51.2 | I am super proud of it, put a lot of work into it. |
| 0:53.7 | It was a labor of love, |
| 0:55.7 | for lack of a better term. Kind of glad it's over. It was, it definitely took some effort, |
| 1:00.8 | you know, more so than like these Q&As, for example. I just get some questions. Sometimes |
| 1:04.8 | I have to look up some stuff. Sometimes I don't, otherwise it's pretty straightforward. |
| 1:08.0 | So anyway, you know, intro to investing. That was fun. Hope you enjoyed it. Hope you got a lot out of it. Now I'm back doing a Q&A edition. I did have a handful of questions |
| 1:16.7 | batched up from the last couple of months where I basically neglected them because the last few months |
| 1:21.8 | were focused on, you know, the intro to investing. Plus I did the first one of the year, I think, |
| 1:26.3 | was about the secure 2.0 changes that kind of came up last minute at the end of 2022. |
| 1:34.2 | So without further ado, I'm going to get into today's questions. |
| 1:38.8 | Hopefully it should be a lot shorter than the last ones where I was well over an hour in some of them. |
| 1:43.0 | These should be pretty pretty succinct. |
| 1:44.7 | So I know what you're saying. |
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