Listener Q&A where Andy talks about:
- Can you retroactively increase your income for a prior tax year ( 2:37 )
- How to find a retirement planning tax specialist ( 8:16 )
- How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )
- Determining how much mega back door Roth contributions to do ( 22:02 )
- Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )
- My thoughts on "bullet" maturity bond ETFs ( 31:30 )
- Whether reducing withdrawal rates or setting up a bucketing system eliminates Sequence of Returns Risk in retirement ( 43:27 )
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:
- List of flat-free retirement planner referrals - here
- Link to the Facebook group post about Sequence of Returns Risk - here
- My YouTube video on Sequence of Returns Risk - here
Retirement Planning Education, with Andy Panko