Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax planning. And in particular whether people 65 or older should try to keep their income low to get some or all of the extra $6k bonus deduction ( 7:41 )
- What's up with the markets??? Should we be worried about the stock market? ( 17:33 )
- Their views on private or alternative investments and whether consumers should embrace them ( 34:30 )
- Should people try to prevent ever being in IRMAA (i.e. income-based Medicare surcharge) territory with their income, or instead consider SOME IRMAA in the name of longer term tax planning ( 44:04 )
- Helping address client mental incapacity issues, elder/financial abuse, etc. ( 54:43 )
- What keeps them up at night, in their roles as advisors ( 1:00:01 )
Links in this episode:
- Kevin's company's website - https://www.9icapitalgroup.com/
- Kevin's YouTube page - https://www.youtube.com/@9iCap/
- Kevin's company's Facebook page - https://www.facebook.com/9iCapGroup/
- Kevin's X (formerly Twitter) page - https://x.com/9ICapGroup
- Kevin's Substack page - https://9icapital.substack.com/
- Kevin's LinkedIn page - 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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