• #148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!

  • 2025/04/24
  • 再生時間： 1 時間 3 分
  • ポッドキャスト

#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Listener Q&A where Andy talks about:

    • Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 )
    • His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 )
    • Whether or not it's practical to implement a bucketing strategy ( 23:38 )
    • Considerations to put into a will when there is a beneficiary who may be contentious or difficult to deal with ( 34:18 )
    • Estate size exemptions and considerations for spouses splitting up accounts ( 42:55 )
    • Annualizing income on Form 2210 when making estimated payments and income earned or recognized is lumpy or uneven throughout the year ( 48:37 )
    • The "Kiddie Tax" and when it applies ( 54:27 )


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


    • 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
    続きを読む 一部表示

あらすじ・解説

Listener Q&A where Andy talks about:

  • Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 )
  • His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 )
  • Whether or not it's practical to implement a bucketing strategy ( 23:38 )
  • Considerations to put into a will when there is a beneficiary who may be contentious or difficult to deal with ( 34:18 )
  • Estate size exemptions and considerations for spouses splitting up accounts ( 42:55 )
  • Annualizing income on Form 2210 when making estimated payments and income earned or recognized is lumpy or uneven throughout the year ( 48:37 )
  • The "Kiddie Tax" and when it applies ( 54:27 )


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


  • 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
続きを読む 一部表示

#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!に寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。