#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!

Retirement Planning Education, with Andy Panko

Andy Panko

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

4.9 • 1.1K Ratings

🗓️ 13 April 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Listener Q&A where Andy talks about: Whether or not to reinvest dividends when in retirementCapital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still workingHow to amend a tax returnConsiderations when gifting stock that has appreciated in valueLinks in this episode: Boomer Benefits Facebook group page - https://...

Transcript

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0:00.0	Well, hello there. We have another Q&A edition where today I'm going to be talking about whether or not to reinvest dividends when you're in retirement, Social Security widow or benefits, and gifting appreciated securities and much more in this, the 70th episode of the Retirement Planning Education Podcast.
0:17.4	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:23.5	employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies,
0:29.3	annuities, estate planning, and much more. And now here's your host, Andy Panko.
0:34.7	Hello, friends. Welcome back. Thank you as always for listening.
0:38.1	We have another Q&A, otherwise known as question and answer edition of retirement and planning
0:42.9	education.
0:44.1	It's been a minute since I did one of these.
0:46.3	In case you didn't tell by now, I'm kind of making things up as I go in terms of the
0:51.3	structure and flow of this podcast and content schedule.
0:54.7	I think it's probably been a couple months, I think, since I did a Q&A episode. But here we are, kind of
0:59.3	just picking and choosing topics as they come to mind or make sense or they tickle my fancy.
1:04.7	And I feel like talking about it. So today, anyway, Q&A, got a bunch of good questions lined up
1:10.0	that I will hit you with.
1:12.6	So looking forward to that.
1:13.3	Hopefully you enjoyed last week's recap of the 2023 Social Security Annual Trustees
1:17.3	Report.
1:18.2	I really geeked out on that one, in case you couldn't tell.
1:20.5	But that's definitely valuable stuff to be aware of because I assume all of you
1:23.6	listening are near Social Security age or on Social Security already or at least
1:28.4	genuinely interested in things like Social Security. So hopefully that last episode gave you a little
1:33.4	well, something good to chew on. Before we get rolling, must give a shout to my friends
	...

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