EPISODE · Feb 22, 2024 · 46 MIN
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy talks about: The summary of the five different tax return filing statusesWhether a particular listener could file as Head of Household for his 22 year-old son in collegeHow to get the 1099-INT form if you sold any I Bonds last yearWhether you can still do a 2023 Roth conversion now, in February 2024What to look for and ask regarding an advisor's succession planLinks in this episode:My YouTube video - Overview of Federal Income TaxationIRS's Instructions to Form 1040IRS's website for What is My Filing Status?IRS's website for Whom May I Claim as a Dependent?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
Embed this episode
What this episode covers
Listener Q&A where Andy talks about: The summary of the five different tax return filing statusesWhether a particular listener could file as Head of Household for his 22 year-old son in collegeHow to get the 1099-INT form if you sold any I Bonds last yearWhether you can still do a 2023 Roth conversion now, in February 2024What to look for and ask regarding an advisor's succession planLinks in this episode: My YouTube video - Overview of Federal Income TaxationIRS's Instructions to F...
NOW PLAYING
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.