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Contenu fourni par Andy Panko. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Andy Panko ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Manage episode 397489801 series 3305727
Contenu fourni par Andy Panko. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Andy Panko ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Listener Q&A where Andy talks about:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
129 episodes
Partager
Manage episode 397489801 series 3305727
Contenu fourni par Andy Panko. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Andy Panko ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Listener Q&A where Andy talks about:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
129 episodes
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