Q&A time again. Let's talk about advisor succession plans, tax return filing statuses,

and a few other tax return related items in this, the 87th episode of the Retirement Planning Education Podcast.

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 your host, Andy Panko.

Okay, and we're back. Thank you, as always for listening. We have another Q&A edition episode today.

These are always fun. And today's overarching theme is going to be tax return related stuff,

partly because I got one really good question that's clearly specific to tax returns and filing tax returns.

And then I also figured since it is, by time you hear this,

it is late February. So we are in the thick of tax return filing season. Many of you, most of you

have all the documents you need to do your tax return if you haven't already. So I thought

this was timely to answer some of these questions that some of them will come up for you,

like especially filing status

we're going to talk about. As far as the other ones may not be of relevance to you in your tax

return, but still, I thought it was timeless, so we're going to do it. I did get two questions sent

in, and one of which was about tax return filing status, which is going to be quite a lengthy

answer, I think. And another one about advisor-long- advisor longevity succession plans, which I'll touch on. As always, if you do have questions, you'd like

answered in this podcast, feel free to email me at

Andy at andypanko.com. I will try to get to them. I do have a couple others

that came in that are super technical that it's going to take

a lot of work and prep to answer.

So one is around required minimum distributions from inherited IRAs and different recent changes

...