Listener Q&A where Andy talks about:
- Can a spouse claim spousal benefits while delaying the start of their own benefit ( 10:40 )
- What's the best way to view your accounts in terms of how much of them are actually yours after accounting for eventual taxes you have to pay on them ( 14:08 )
- Can a minor be named as the beneficiary of a retirement account ( 23:28 )
- His thoughts on dividend stocks and funds ( 26:55 )
- Follow up thoughts about combining retirement account, in response to a previous listener question ( 34:43 )
- Considerations and gotchas around changing state tax domicile ( 39:30 )
- 10 cognitive biases in investing, and which three I see the most in my practice ( 46:48 )
- Considering the present value of expected future Social Security payments when determining asset allocation ( 54:25 )
- Additional thoughts about the 4% rule and whether you can increase your distribution if your portfolio value increases ( 1:01:40 )
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:
