Retirement Planning Education, with 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!

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Title	Date published
#076 - What exactly is "Financial Planning?"	2023-05-25
#075 - Qualified Charitable Distributions ("QCDs")	2023-05-18
#074 - How to break up with your financial advisor	2023-05-11
#073 - What does it actually mean to be a "fiduciary," and does it matter?	2023-05-04
#072 - The benefit of "step up in basis"	2023-04-27
#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence	2023-04-20
#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!	2023-04-13
#069 - Highlights of the 2023 Social Security Trustees Report	2023-04-06
#068 - What happens to my investments if my broker goes under?	2023-03-30
#067 - Why are banks failing and should we be concerned about more failures?	2023-03-23
#066 - Common tax forms retirees get at tax return time	2023-03-16
#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)	2023-03-09
#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)	2023-03-02
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!	2023-02-23
#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio	2023-02-16
#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments	2023-02-09
#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")	2023-02-02
#059 - Introduction to Investing (Part 3 of 6) - All about bonds	2023-01-26
#058 - Introduction to Investing (Part 2 of 6) - All about stocks	2023-01-19
#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types	2023-01-12

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