Listener Q&A where Andy talks about:
- Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 )
- His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 )
- Whether or not it's practical to implement a bucketing strategy ( 23:38 )
- Considerations to put into a will when there is a beneficiary who may be contentious or difficult to deal with ( 34:18 )
- Estate size exemptions and considerations for spouses splitting up accounts ( 42:55 )
- Annualizing income on Form 2210 when making estimated payments and income earned or recognized is lumpy or uneven throughout the year ( 48:37 )
- The "Kiddie Tax" and when it applies ( 54:27 )
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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