#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

Retirement Planning Education, with Andy Panko

Andy Panko द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Andy Panko या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

8d ago 56:44

MP3•एपिसोड होम

Listener Q&A where Andy talks about:

What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )
Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 )
What's the difference between a "rollover" and "traditional" IRA ( 20:54 )
How much of your net worth should you cover with umbrella insurance ( 24:32 )
What should someone do about a pre-tax employer plan they don't really need if they're only in their 60s and still a few years away from Required Minimum Distributions ( 33:17 )
What to consider when deciding whether to roll an old employer 403(b) into a new employer's 403(b) or to an IRA ( 36:30 )
What tax prep courses are there for individuals to learn about doing their own taxes ( 39:13 )
Discussion of "bullet" maturity bond funds/ETFs ( 42:30 )

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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Retirement Planning Education website - www.RetirementPlanningEducation.com

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#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions