I'm going to share with you some practical tips and useful information I learned at the recent IRS tax forum in this, the 168th 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. Howdy y'all? Welcome back. Thank you as always for listening. Today is the

first Thursday of the month, or at least a day in which this episode comes out is the first Thursday of the month, which means it is the sort of deep dive version of the show where it's just me on the mic talking about something in detail.

And I am stringing together a recent trip I did last week with this topic, the content of today's

episode. Hold that thought, though. As I was driving the other day, a cop pulled me over and said,

papers, I yelled scissors and drove off. Man, that did not end well. I do not recommend doing that

going forward. And my big goofy smile moment also

ties into what I did last week. I spent a few days at the IRS tax forum super nerdy, right,

in Orlando. It's basically a conference. It's a large, I guess conference, for lack of a better word,

actually run by the IRS, sponsored by the IRS, where it's three days.

And they do a few different stops.

There's one in Chicago, one in Orlando, one in Louisiana, New Orleans.

I forget the other one.

Might be somewhere west.

I don't recall, but whatever.

I went to the one in Orlando.

Sort of a last-minute thing.

Schedules aligned, and the content looked interesting to me, again, in a nerdy sort of way.

And so I went. So it was three days, and there's a bunch of different seminars, you know,

50-minute-long presentations you can choose from. A lot of them are presented by staff, you know,

...