Podknife - #070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE! by Retirement Planning Education, with Andy Panko

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#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits 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 |: Apr 13, 2023
Episode Duration |: 00:33:01

Listener Q&A where Andy talks about:

Whether or not to reinvest dividends when in retirement
Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs
How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working
How to amend a tax return
Considerations when gifting stock that has appreciated in value

Links in this episode:

Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903

My podcast episode about the 4% Rule - here

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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