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...
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!
Retirement Planning Education, with Andy Panko
1 hour 22 minutes
3 months ago
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!
Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on common withdrawal strategies and what they use in each of their firms ( 12:04 )The level of impact of some of the changes in the One Big Beautiful Bill Act ( 30:51 )Things to consider when doing rule of 55 distributions from your employer retirement plan ( 37:56 )Their thoughts on how many funds and h...
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...
