#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds 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

🗓️ 25 January 2024

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Listener Q&A where Andy talks about: For those who have solo 401(k) plans, when having to file Form 5500EZ is requiredWhat's tax gain harvesting and when it's beneficialHow to select between online banks that offer high yield savings accountsBonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolioLinks in this episode: My company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (forme...

Transcript

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0:00.0	It's Q&A time where I'm going to answer questions about solo 401k's tax gain harvesting, bond funds and targetate funds, and more in this, the 83rd episode of the Retirement Planning Education Podcast.
0:17.0	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.
0:31.9	And now here's your host, Andy Panko.
0:34.8	Oh, hi, everybody. Thanks for joining. So happy you're here. This is the first in the
0:39.9	Q&A series or editions of their time planning education podcast reboot where I'll be doing one of
0:45.6	these a month. My plan is to try to stick to a consistent schedule where the fourth Wednesday
0:50.6	of the month will be a Q&A episode. For those that are interested in asking Q's, so I can hopefully provide the A's,
0:57.6	you can send me an email at Andy at Andypanco.com, and I will hopefully get to your question
1:05.5	at some point.
1:06.4	Before I get into it, though, let me just tell you, some people these days are just too
1:11.1	judgmental. I can tell by looking at them. Thank you. You're too kind, really. You're too sweet,
1:18.9	too kind. Let me give you one more because that one wasn't the best. I think it's good,
1:24.9	but wasn't the best. Let's see. What else do we got here? How about this one? How about this? Sorry, let's see what this does. Yesterday, one of my good friends told me I often make people uncomfortable by violating their personal space. It was really a hurtful thing to say and completely ruined our bath together.
1:46.0	No, you didn't like that?
1:47.4	No, okay, never mind.
1:48.6	Moving on, that's the dad jokes for today.
1:51.1	So yes, today is a Q&A episode.
1:54.2	I have three questions that were sent in, specifically for this podcast, and time
2:00.2	permitting.
2:03.4	I'll try to keep this to under 45 minutes.
2:08.4	Sometimes I can run on, but time permitting, there are a couple other things, a couple of questions I came across in other forums, other venues that I thought were worth bringing up here,
2:13.0	because I'm sure many of you may have had similar questions or or think similar things. So without further
	...

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