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 ...
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内容由Andy Panko提供。所有播客内容(包括剧集、图形和播客描述)均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Manage episode 397489801 series 3305727
内容由Andy Panko提供。所有播客内容(包括剧集、图形和播客描述)均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Listener Q&A where Andy talks about:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- 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
104集单集
Manage episode 397489801 series 3305727
内容由Andy Panko提供。所有播客内容(包括剧集、图形和播客描述)均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Listener Q&A where Andy talks about:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- 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
104集单集
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