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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE! episode artwork

EPISODE · Jul 25, 2024 · 43 MIN

#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!

from Retirement Planning Education, with Andy Panko

Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total income over the Roth IRA contribution eligibility threshold ( 25:20 ) Should you hire an advisor for a one-time Roth conversion analysis and plan if they claim it can save you millions in lifetime taxes ( 27:20 ) Should you own international stocks in your stock allocation ( 31:58 ) To send Andy questions to be addressed on future Q&A episodes, email [email protected] Links in this episode: Form W-4V to have federal taxes withhold from your Social Security payments - here Dinkytown online tax return calculator - here My YouTube video on fixing excess Roth IRA contributions - here My article about the futility of trying to quantify the value of Roth conversions - here My company newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Retirement Planning Education website - www.RetirementPlanningEducation.com

Episode metadata supplied by the publisher feed · Published Jul 25, 2024

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Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 )Is it safer to bank at multiple banks instead of just one ( 14:33 )How much tax should you withhold from your Social Security ( 21:10 )Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total income over the Roth IRA contribution eligibility threshold ( 25:20 )Should you hire an advisor for a one-time Roth conversion analysis and...

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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!

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This episode is 43 minutes long.

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This episode was published on July 25, 2024.

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