EPISODE · Jan 25, 2024 · 45 MIN
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy talks about: For those who have solo 401(k) plans, when having to file Form 5500EZ is requiredWhat's tax gain harvesting and when it's beneficialHow to select between online banks that offer high yield savings accountsBonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolioLinks in this episode:My 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
What this episode covers
Listener Q&A where Andy talks about: For those who have solo 401(k) plans, when having to file Form 5500EZ is requiredWhat's tax gain harvesting and when it's beneficialHow to select between online banks that offer high yield savings accountsBonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolioLinks in this episode: My company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (forme...
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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
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