#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
Podcast: Retirement Planning Education, with Andy PankoPublished On: Thu Oct 24 2024
Description: Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 )Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )What to do with money from an RMD that you don't actually need ( 16:48 )Understanding the capital gain exclusion on selling your primary residence ( 19:58 )How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comLinks in this episode:The Boomer Benefits Facebook group - hereMy podcast about the primary residence sale capital gain exclusion - hereTransUnion SmartMove website - hereMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
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