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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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
Manage episode 402264799 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:
- 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
108集单集
分享
Manage episode 402264799 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:
- 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
108集单集
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类似 Retirement Planning Education, with Andy Panko 的节目
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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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
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
A science guy from the deep south (Destin) and a humanities guy from the wild west (Matt Whitman) discuss deep questions with varying levels of maturity.
…
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
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
…
continue reading
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
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 ...
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