About this episode

Andy Panko addresses listener questions on various financial planning topics including taxation and artificial intelligence.

Listener Q&A where Andy talks about: Correction to a previous Q&A episode regarding taxation of lump sum Social Security benefits paid in one year for benefits attributable to the prior year ( 9:54 )His thoughts on artificial intelligence and how it can impact the financial planning industry ( 13:00 )The "withhold and replace" method of paying taxes when doing IRA distributions or conversions and using the indirect 60-day rollover approach to ultimately pay taxes out of your ban...

People in this episode

Host: Andy Panko

Topics covered

• financial planning
• taxation
• artificial intelligence
• Social Security benefits
• IRA distributions
• Q&A

Keywords

• financial planning
• taxes
• artificial intelligence
• Social Security
• IRA
• Q&A

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