#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!

Listener Q&A where Andy answers questions about:

• Whether I prefer simplification or optimization in financial planning
• Roth conversion optimization
• Is crypto mining taxable
• How to buy I Bonds through tax return refunds
• What positions to sell when distributing from an IRA
• When to start annuity payments

Links in this episode:

• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights