Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax return Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group...
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Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax return Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group...
Andy discusses the main ways in which investment custodians like Scwhab, Vanguard and Fidelity make money (even when you often don't outright directly pay them anything...) 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.RetirementPlanningE...
Retirement Planning Education, with Andy Panko
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax return Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group...
