#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 28 August 2025
⏱️ 55 minutes
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Summary
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| 0:00.0 | It is time for another Q&A episode where we're talking about inherited IRAs with basis, |
| 0:04.4 | social security break-even analysis, when to consider working with an advisor, |
| 0:08.0 | the intersection of RMDs and Roth conversions, much more in this the 167th episode |
| 0:12.2 | at Retirement Planning Education Podcast. |
| 0:17.9 | Welcome to the Retirement Planning Education Podcast, |
| 0:20.4 | where you can learn all about IRAs and Roth IRAs, |
| 0:23.9 | employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, |
| 0:29.7 | annuities, estate planning, and much more. And now here's your host, Andy Panko. |
| 0:35.3 | Hello, everyone. Welcome back. Thank you, as always, for listening. Today is another |
| 0:39.2 | question and answer or Q&A episode. I do have a lot of questions people sent in. I |
| 0:44.2 | printed them off, filed, sort of them by date received, where I will start with the oldest |
| 0:49.1 | that we're sitting in my inbox and see how many we can get through, trying to keep the |
| 0:53.6 | show to under an hour-ish. |
| 0:57.8 | Before we do, though, I received two dad jokes that were sent to me from listeners, and so |
| 1:02.8 | I thought I would share them. |
| 1:04.9 | The first one goes a little something like this. |
| 1:07.2 | What do a tick and the Eiffel Tower have in common? |
| 1:10.7 | A tick and the Eiffle Tower have in common? They're both parisites. |
| 1:14.9 | Paris sites or parasites? |
| 1:17.2 | That's a gooden. |
| 1:17.7 | That's a gooden. |
| 1:18.5 | And the other one is, an old man dies, and at the funeral, his best friend approaches the widow |
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