Listener Q&A where Andy talks about:
- Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )
- How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs ( 5:46 )
- What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )
- How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )
- How to invest excess money in taxable brokerage accounts ( 26:21 )
- Can funds or investments in taxable brokerage accounts be exchanged in-kind with others to avoid consequences ( 30:07 )
- Why is the 10-year Treasury bond used as a benchmark for many fixed income products, and why do bond prices change when interest rates change ( 32:49 )
- How to know if you're over-saving ( 38:27 )
- Thoughts about timing in when you take distributions vs doing Qualified Charitable Distributions ("QCDs") to satisfy Required Minimum Distributions ("RMDs") ( 41:51 )
- My thoughts on crypto assets ( 46:29 )
To find an "advice only" advisor - www.AdviceOnlyNetwork.com
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
- 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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