#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!
About this episode
Andy Panko answers listener questions on various retirement planning topics including Roth conversions and tax implications.
Listener Q&A where Andy talks about: Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 )His thoughts on why qualified Roth account distributions might eventually be included in certain measures of Modified Adjusted Gross Income ("MAGI") ( 8:28 )What other MAGIs are potentially impacted and should be watched out for with doing Roth conversions ( 12:38 )The difference between "directionality" and "precision" in retirement planning ( 20:40 )Is it reasonable...
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- #219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!
- #218 – "Real" person retirement planning chat with Mark
- #217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
- #216 - Trump accounts: what they are, how they work, and use cases
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