#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

Listener Q&A where Andy talks about: 

• The summary of the five different tax return filing statuses
• Whether a particular listener could file as Head of Household for his 22 year-old son in college
• How to get the 1099-INT form if you sold any I Bonds last year
• Whether you can still do a 2023 Roth conversion now, in February 2024
• What to look for and ask regarding an advisor's succession plan

Links in this episode:

• My YouTube video - Overview of Federal Income Taxation
• IRS's Instructions to Form 1040
• IRS's website for What is My Filing Status?
• IRS's website for Whom May I Claim as a Dependent?
• 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