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

from Retirement Planning Education, with Andy Panko · host Andy Panko

Listener Q&A where Andy answers questions about:Whether I prefer simplification or optimization in financial planningRoth conversion optimizationIs crypto mining taxableHow to buy I Bonds through tax return refundsWhat positions to sell when distributing from an IRAWhen to start annuity paymentsLinks 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

What this episode covers

Listener Q&A where Andy answers questions about: Whether I prefer simplification or optimization in financial planningRoth conversion optimizationIs crypto mining taxableHow to buy I Bonds through tax return refundsWhat positions to sell when distributing from an IRAWhen 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)Newsl...

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

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This episode is 39 minutes long.

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This episode was published on August 18, 2022.

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