Podknife - #087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE! by Retirement Planning Education, with Andy Panko

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#087 - Q&A edition...tax return filing statuses, advisor succession plans 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 22, 2024
Episode Duration |: 00:46:31

Listener Q&A where Andy talks about:

The summary of the five different tax return filing statuses
Whether a particular listener could file as Head of Household for his 22 year-old son in college
How to get the 1099-INT form if you sold any I Bonds last year
Whether you can still do a 2023 Roth conversion now, in February 2024
What to look for and ask regarding an advisor's succession plan

Links in this episode:

My YouTube video - Overview of Federal Income Taxation
IRS's Instructions to Form 1040
IRS's website for What is My Filing Status?
IRS's website for Whom May I Claim as a Dependent?
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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