Podknife - #083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE! by Retirement Planning Education, with Andy Panko

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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds 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 |: Jan 25, 2024
Episode Duration |: 00:45:44

Listener Q&A where Andy talks about:

For those who have solo 401(k) plans, when having to file Form 5500EZ is required
What's tax gain harvesting and when it's beneficial
How to select between online banks that offer high yield savings accounts
Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio

Links in this episode:

My company newsletter - Retirement Planning Insights
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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