Listener Q&A where Andy talks about:
- How to keep track of Roth IRA contributions ( 6:45 )
- Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
- What to do with money from an RMD that you don't actually need ( 16:48 )
- Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
- How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
- How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
- Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
- The Boomer Benefits Facebook group - here
- My podcast about the primary residence sale capital gain exclusion - here
- TransUnion SmartMove website - here
- 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
