Listener Q&A where Andy talks about:
- How to establish tax residence in a new state, and how to leave tax residence in your old state
- Carrying over capital loss deductions
- Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210
- When in the tax return season should you file your return
- Is an advisory fee of 1.25% to 1.50% worth it
Links in this episode:
- My YouTube video - Estimated Taxes, Tax Withholdings and Underpayment Penalties
- 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
