Ep.#87: Taxes in Retirement with Andy Panko, CFP® (Part II)

In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP®, welcomes back Andy Panko, CFP®, RICP®, TPCP®, EA, for a second time to dive into taxes in retirement. They cover a range of important topics, including estate and inheritance taxes, how capital gains tax brackets work, the IRA Pro Rata Rule, the pros and cons of non-deductible IRA vs. taxable brokerage contributions, the deductibility of long-term care premiums, and more! Website: https://www.hiretirementshow.com Email Us: [email protected]