#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!

Retirement Planning Education, with Andy Panko

Andy Panko

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

4.9 • 1.1K Ratings

🗓️ 25 April 2024

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher ...

Transcript

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0:00.0	Q&A time once again.
0:01.9	Today I'll be talking about government debt, health savings accounts, estimating taxes,
0:06.6	and much more in this, the 96th episode of the Retirement Planning Education Podcast.
0:14.9	Welcome to the Retirement Planning Education Podcast,
0:18.0	where you can learn all about IRAs and Roth IRAs, employer retirement plans,
0:22.4	taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning,
0:28.4	and much more. And now here's your host, Andy Panko.
0:32.2	Hello again, everybody. How you doing? Happy you're here. Today is another Q&A edition, which are always fun, partly
0:39.2	fun for me because it is less work for me to have to come up with content because I just
0:43.8	let you all feed me questions and there we have it. Now, today we got some good ones. Before we
0:49.9	get into it, though, I wanted to let you know that my wife has this weird OCD where she
0:55.1	arranges a dinner plates by the year they were bought. It's an extremely rare dish order. Dishorder.
1:02.1	Dish order. Want, want, wah. All right, that's enough. Let's get to it. So, no, thank you for listening.
1:08.3	We have a handful of questions today. I will start with one.
1:12.7	This is an interesting one. Let me see. Did you give, yeah, it looks like you give permission to use
1:17.4	his name. Name is Kevin. Kevin sent me an email and the email said, I was addicted to
1:24.3	hokey pokey, but I turned myself around.
1:28.8	Get it?
1:29.7	Thank you, Kevin.
1:30.5	I like that.
1:31.1	I very much appreciate that.
1:32.9	So Kevin's question isn't specific to retirement or tax planning, but it's a good one, and I'm
	...

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