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...
#164 - Summary of the 2025 annual Social Security trustees report
Retirement Planning Education, with Andy Panko
48 minutes
3 months ago
#164 - Summary of the 2025 annual Social Security trustees report
Andy summarizes the recent 2025 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to deplete, and what changes can be made to ensure that doesn't happen Links in this episode: The full 2025 Social Security trustees report - here My company's August 1 2025 newsletter summarizing the 2025 Social Security trustees report - hereThe newsletter contains the links I mentioned to the various other newsletters, podcasts and YouTube vid...
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...
