Listener Q&A where Andy talks about:

When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
How changes in interest rates and inflation impact Social Security benefits
Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006
The difference in income taxation between revocable and irrevocable trusts
Pros and cons of target retirement date mutual funds
His thoughts on a career changer entering the retirement and tax planning field

Links in this episode:

#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!