#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!

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Retirement Planning Education, with Andy Panko

Andy Panko

188 episodes

1 week ago

Andy shares his thoughts and commentary about 2025 returns and events for: U.S. stocksInternational stocksU.S. bondsGold & SilverBitcoin Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questi...

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#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!

Retirement Planning Education, with Andy Panko

1 hour 6 minutes

3 months ago

#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!

Listener Q&A where Andy talks about: How to calculate how much money you can gift or donate in retirement without running out ( 8:47 )Does the five-year rule met by a previous Roth IRA carry over to a new Roth IRA ( 17:03 )Is it better to draw down an inherited IRA and delay starting Social Security, or vice versa ( 19:39 )Can distributions from an annuity in a 403(b) be used to meet Required Minimum Distributions in IRAs ( 23:37 )How to get cash flow or income from illiquid assets ...