Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Should someone delay their planned retirement if the markets are bad ( 6:50 )
- Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 )
- Should someone start Social Security earlier than they were otherwise planning to since there appears to be increased uncertainty about the future strength of the system ( 18:22 )
- Do people need to make estimated tax payments in retirement ( 26:44 )
- If someone has never worked with an advisor and has always DIY'd their own planning, should they continue to DIY it in retirement ( 32:49 )
- Are inheritances taxable, and what should people do with them ( 41:58 )
- Tax smart ways to do charitable giving in retirement ( 54:01 )
- Do gift givers or receivers of gifts have to pay tax on gifts ( 57:49 )
Links in this episode:
- Brian's firm - Truly Prosper Financial Planning
- Sara Grillo's list of flat fee advisors - here
- Advisors in the Advice Only Network - here
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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