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#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!

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Manage episode 490890310 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Listener Q&A where Andy talks about:

  • A short explanation of bonds and "the bond market" ( 2:48 )
  • Are actively managed bond funds better than passive bond funds ( 21:53 )
  • What are the pros and cons of making all of the year's estimated tax payments in the first quarter ( 30:30 )
  • Why insurers don't offer a long term care product with a 2-3 years elimination period or deductible to cover just LTC needs beyond a few years ( 34:07 )
  • His thoughts on getting retirement income from dividends, Treasury interest and municipal bond interest ( 37:20 )
  • Are there any advisors who specialize in working with couples where only one couple is involved in the household finances ( 42:47 )
  • Are there any disadvantages to converting ALL pre-tax account balances to Roth ( 46:20 )
  • Is disability income considered "earned income" and eligible to make IRA or Roth IRA contributions ( 55:30 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

160 episodes

Artwork
iconShare
 
Manage episode 490890310 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Listener Q&A where Andy talks about:

  • A short explanation of bonds and "the bond market" ( 2:48 )
  • Are actively managed bond funds better than passive bond funds ( 21:53 )
  • What are the pros and cons of making all of the year's estimated tax payments in the first quarter ( 30:30 )
  • Why insurers don't offer a long term care product with a 2-3 years elimination period or deductible to cover just LTC needs beyond a few years ( 34:07 )
  • His thoughts on getting retirement income from dividends, Treasury interest and municipal bond interest ( 37:20 )
  • Are there any advisors who specialize in working with couples where only one couple is involved in the household finances ( 42:47 )
  • Are there any disadvantages to converting ALL pre-tax account balances to Roth ( 46:20 )
  • Is disability income considered "earned income" and eligible to make IRA or Roth IRA contributions ( 55:30 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

160 episodes

All episodes

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