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Innhold levert av Andy Panko. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andy Panko eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
Manage episode 402264799 series 3305727
Innhold levert av Andy Panko. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andy Panko eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Listener Q&A where Andy talks about:
- The summary of the five different tax return filing statuses
- Whether a particular listener could file as Head of Household for his 22 year-old son in college
- How to get the 1099-INT form if you sold any I Bonds last year
- Whether you can still do a 2023 Roth conversion now, in February 2024
- What to look for and ask regarding an advisor's succession plan
Links in this episode:
- My YouTube video - Overview of Federal Income Taxation
- IRS's Instructions to Form 1040
- IRS's website for What is My Filing Status?
- IRS's website for Whom May I Claim as a Dependent?
- 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
137 episoder
Del
Manage episode 402264799 series 3305727
Innhold levert av Andy Panko. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andy Panko eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Listener Q&A where Andy talks about:
- The summary of the five different tax return filing statuses
- Whether a particular listener could file as Head of Household for his 22 year-old son in college
- How to get the 1099-INT form if you sold any I Bonds last year
- Whether you can still do a 2023 Roth conversion now, in February 2024
- What to look for and ask regarding an advisor's succession plan
Links in this episode:
- My YouTube video - Overview of Federal Income Taxation
- IRS's Instructions to Form 1040
- IRS's website for What is My Filing Status?
- IRS's website for Whom May I Claim as a Dependent?
- 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
137 episoder
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Lik Retirement Planning Education, with Andy Panko
Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Mandarin Chinese Mp3 Audio Lessons, PDF Transcripts, Worksheets, Situational Dialogues and Chinese Character Videos
…
continue reading
The Voice of ASWJ Australia. Listen to & Download Our Latest Programs. Topics: Aqeedah (Creed), Tafsir Qur'an, Islamic Fiqh, History, Youth & Community programs, Medical & Health programs and much much more. Podcasts are in Arabic & English.
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with wellness and performance expert, Integrative Medicine Fellow, author & keynote speaker, Kristel Bauer. Live Greatly shares empowering conversations and insights about happiness, wellness & success to support your personal and professional development. Kristel talks with top experts, leaders and inspiring individuals to help you embrace a growth mindset and excel in your work/life. Kristel then ...
…
continue reading
Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
…
continue reading
English practice for beginners and advanced, that will inspire and refresh the anxious language student. Download the text and grammar notes for a complete language experience. You really can learn English well with this clearly spoken and delightful course.
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
Five-time winner of Best Education Podcast in the Podcast Awards. Grammar Girl provides short, friendly tips to improve your writing and feed your love of the English language. Whether English is your first language or your second language, these grammar, punctuation, style, and business tips will make you a better and more successful writer. Grammar Girl is a Quick and Dirty Tips podcast.
…
continue reading
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