#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule 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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#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE!

Retirement Planning Education, with Andy Panko

59 minutes

2 weeks ago

#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE!

Listener Q&A where Andy talks about: Potential advantages or disadvantages of consolidating retirement accounts ( 4:28 )Paying taxes through IRA withholdings vs making estimated payments ( 13:08 )Whether a minister's housing allowance impacts Affordable Care Act subsidy eligibility ( 26:11 )When Qualified Longevity Annuity Contracts ("QLACs") might make sense to consider ( 30:27 )When following the 4% "rule" for distributions, can you reset your initial distribution if/when your por...