#219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!
Listener Q&A where Andy talks about: Whether to use money in a 457b to pay down a mortgage or to pay taxes on Roth conversions ( 7:56 )How Social Security survivor benefits work, and the optimal ages for spouses to each claim their own Social Security ( 18:54 )His thoughts on why the Social Security trust fund hasn't been allowed to invest in equities ( 25:36 )Creating spreadsheets to replace financial planning software, and using it to help your ongoing retirement planning and proj...
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More from Retirement Planning Education, with Andy Panko
#225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!
#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
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