EPISODE · May 30, 2024 · 34 MIN
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 )How frequently to rebalance your portfolio ( 11:46 )Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )The two different 5-year rules for Roth IRAs ( 24:03 )How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )Links in this episode:My YouTube video - Understanding Roth IRA Withdrawal RulesMy Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence 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: How to choose a brokerage firm/custodian to use ( 3:00 )How frequently to rebalance your portfolio ( 11:46 )Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )The two different 5-year rules for Roth IRAs ( 24:03 )How mortgages or home equity lines of credit play into how m...
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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
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