EPISODE · Feb 23, 2023 · 47 MIN
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy talks about: When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removedHow 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 fieldLinks in this episode:My YouTube video - Calculating your Social Security Primary Insurance AmountFacebook 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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Listener Q&A where Andy talks about: When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removedHow 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 r...
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#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
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