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Listener Q&A where Andy talks about:
- Whether or not to reinvest dividends when in retirement
- Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs
- How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working
- How to amend a tax return
- Considerations when gifting stock that has appreciated in value
Links in this episode:
- My podcast episode about the 4% Rule - here
Retirement Planning Education, with Andy Panko