Podknife - #063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE! by Retirement Planning Education, with Andy Panko

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#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!

Podcast |: Retirement Planning Education, with Andy Panko
Publisher |: Andy Panko
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Education
Publication Date |: Feb 23, 2023
Episode Duration |: 00:47:12

Listener Q&A where Andy talks about:

When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
How changes in interest rates and inflation impact Social Security benefits
Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006
The difference in income taxation between revocable and irrevocable trusts
Pros and cons of target retirement date mutual funds
His thoughts on a career changer entering the retirement and tax planning field

Links in this episode:

My YouTube video - Calculating your Social Security Primary Insurance Amount
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

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