#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto 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

🗓️ 27 February 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Listener Q&A where Andy talks about: Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs ( 5:46 )What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )How...

Transcript

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0:00.0	Hey, all, we've got another Q&A edition where I'll be talking about donor advised funds,
0:04.3	backdoor Roth contributions, why the 10-year treasury bond is considered a benchmark, my thoughts
0:09.3	on crypto assets, and much more in this, the 140th episode of the Retirement Planning Education
0:14.2	Podcast.
0:18.8	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:24.8	employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies,
0:30.6	annuities, estate planning, and much more. And now here's your host, Andy Panko.
0:36.1	Hello, fine people. Welcome back.
0:37.9	Thank you as always for listening.
0:39.2	Today we have another Q&A edition, the February 2025 Q&A episode, which, as you know, is the fourth Thursday of every month, is the Q&A episode.
0:50.4	Before we get into it, I want to share with you my quick BGS or big goofy smile moment.
0:55.5	So in reading the questions, I got a bunch of questions sent in to me the last month, probably like 10.
0:59.9	We'll see how many we can go through.
1:00.9	I'm going to go through them in chronological order of when I receive them.
1:04.4	But one of them said, hi, I won't show their name, but my name is, let's just say, Jane.
1:10.6	I love, love, love your podcast. I've been reading and
1:12.6	listening to financial content for the past seven, eight years, and your content is one of my
1:16.0	favorites. I started with your podcast from episode one, and as of today, completed episode
1:20.3	100, which as of today, there's 140. So thank you for that. Jane, John, who again, fake
1:27.2	name, really makes me smile to hear that.
1:30.1	So I put a lot of work and time and effort into this, making this podcast and being consistent with it and making sure it's out 1 a.m. Eastern every Thursday, like clockwork.
1:40.7	And so it's great to know that folks like yourself have somehow found it, however you found it,
	...

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