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Retirement Planning Education, with Andy Panko

#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks 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

2.4671 Ratings

🗓️ 25 July 2024

⏱️ 44 minutes

🧾️ Download transcript

Summary

Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 )Is it safer to bank at multiple banks instead of just one ( 14:33 )How much tax should you withhold from your Social Security ( 21:10 )Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total income over the Roth IRA contribution eligibility threshold ( 25:20 )Should you hire an advisor for a one-time Roth conversion analysis and...

Transcript

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0:00.0

Who wants another Q&A episode?

0:02.0

This week's I'll be talking about how to know whether or not your 401k provider is good,

0:06.2

how to know how much tax you should have with help from Social Security,

0:09.3

whether or not you should have international stocks in your stock portfolio,

0:12.4

and more in this, the 109th episode of the Retirement Planning Education Podcast.

0:26.1

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

0:32.0

strategies, annuities, estate planning, and much more. And now here's your host, Andy Panko.

0:38.7

Hello again, all my friends in the retirement planning education podcast listening community.

0:45.9

I appreciate you.

0:47.5

Thank you for tuning in.

0:48.8

Today we have another Q&A or question and answer episode.

0:53.8

And I realized that in the past I said, you know, I say in

0:57.4

these Q&A episodes, I give you my email address where if you want to have a question

1:01.1

addressed on the show going forward, send me an email. But I realized that it'd make it easy for you

1:05.4

all to find my email outside of if you happen to be listening at the particular spot in that

1:09.2

episode where I mentioned my email.

1:11.2

So I thought I should know better.

1:13.7

So I'm going to have my email address in the notes to every episode going forward with a little

1:19.1

comment that says if you want to send a question to be addressed on the show, please email,

1:22.9

et cetera, et cetera.

1:23.9

So my email address is Andy at Andy Panko.com.

1:26.6

But again, this will be linked directly in the notes of the show.

...

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