Retirement Planning Education, with Andy Panko
Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Episodes
Mentioned books
Jan 14, 2022 • 37min
#004 - Should I rollover my employer retirement plan?
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAsLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jan 14, 2022 • 39min
#003 - Should I take my pension as payments or a lump sum?
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sumLinks in this episode:Life expectancy calculator - Living To 100IRS pension present value "segment rates" - herePension Benefit Guaranty Corporation ("PGBC") website - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jan 14, 2022 • 40min
#002 - What's the 4% Rule?
Everything you ever wanted to know about the 4% RuleLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
