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
#022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders	2022-05-12
#021 - All about annuities, Part 2: Income annuities and payment options	2022-05-05
#020 - All about annuities, Part 1: Introduction and MYGAs	2022-04-28
#019 - What are I Bonds?	2022-04-21
#018 - What is Monte Carlo simulation?	2022-04-14
#017 - What are the alternatives to bonds and bond funds?	2022-04-07
#016 - What are bonds and bond funds?	2022-03-31
#015 - What do all of the letters mean after financial advisors' names?	2022-03-24
#014 - How to do your own tax return or find a preparer	2022-03-17
#013 - What are all of the forms in a retiree's tax return?	2022-03-10
#012 - What are mutual fund capital gain distributions?	2022-03-03
#011 - How do financial advisors get paid?	2022-02-24
#010 - When do I have to take distributions from inherited retirement accounts?	2022-02-17
#009 - What are Required Minimum Distributions, and when do I have to take them?	2022-02-10
#008 - When can I take money out of my Roth IRA without tax or penalty?	2022-02-03
#007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?	2022-01-27
#006 - What's a "backdoor" Roth?	2022-01-20
#005 - Will I have to pay extra Medicare premiums?	2022-01-14
#004 - Should I rollover my employer retirement plan?	2022-01-14
#003 - Should I take my pension as payments or a lump sum?	2022-01-14

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