#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 30 April 2026
⏱️ 71 minutes
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| 0:00.0 | Let's do a special edition guest host episode where this week Mark Rizinski takes the reins doing his own hot topics. |
| 0:06.6 | We're talking about U.S. government obligation interest, basis and inherited IRAs, RMD aggregation rules, |
| 0:12.5 | doubling up contributions of 457 plans and ways to invest money during the Social Security delay period in this, the 200 second episode of the Retirement Planning Education Podcast. |
| 0:25.1 | Welcome to the Retirement Planning Education Podcast, where you can learn all about |
| 0:29.5 | IRAs and Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, |
| 0:35.3 | portfolio withdrawal strategies, annuities, estate planning, and much more. |
| 0:39.9 | And now here's your host, Andy Panko. |
| 0:42.3 | Hello, everyone. Welcome back. Thank you as always for listening. So today, the day this |
| 0:46.3 | comes out, this is the 5th Thursday in April 26. And all you long-time listeners know, |
| 0:52.7 | there's a routine to this episode where there's, |
| 0:55.8 | you know, generally four Thursdays in a month and each of those four Thursdays has its own |
| 0:59.3 | particular format. If and when there's a fifth Thursday, it's kind of a, I don't know, |
| 1:03.3 | figured out at the time format where I've often done a guest host thing where I have advisor |
| 1:09.5 | friends of mine who I like and know and trust |
| 1:11.7 | and who are great planners come on and let them talk about whatever it is they want to talk |
| 1:15.3 | about and take the reins. I just record a little intro and outro to wrap their recording |
| 1:20.6 | and then send out this episode to you all listening in the podcast listening to the world. |
| 1:25.4 | So today the guest host is Mark Rosenzky. |
| 1:28.9 | You know him, you love him. |
| 1:30.0 | He's been on the show a few times once on, |
| 1:32.2 | I think it was one of those retirement planner chat things |
| 1:34.5 | where it was basically kind of interview style, |
... |
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