#217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
About this episode
Andy Panko answers listener questions on various financial topics including unrealized gains and withdrawal strategies.
Listener Q&A where Andy talks about: How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 )His thoughts on a few different variable portfolio withdrawal strategies, namely Amortization Based Withdrawals ("ABW"), Total Portfolio Allocation Withdrawals ("TPAW") and Big ERN's CAPE-based approach ( 14:10 )Converting to a Roth IRA money you plan on spending in the near-term, instead of outright di...
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- #215 - Summary of the 2026 annual Social Security trustees report
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