#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

Retirement Planning Education, with Andy Panko

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。

1M ago 34:24

Listener Q&A where Andy talks about:

How to choose a brokerage firm/custodian to use ( 3:00 )
How frequently to rebalance your portfolio ( 11:46 )
Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
The two different 5-year rules for Roth IRAs ( 24:03 )
How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )

Links in this episode:

108集单集

26 subscribers

published 1M ago

Listener Q&A where Andy talks about:

How to choose a brokerage firm/custodian to use ( 3:00 )
How frequently to rebalance your portfolio ( 11:46 )
Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
The two different 5-year rules for Roth IRAs ( 24:03 )
How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )

Links in this episode:

108集单集

Player FM正在网上搜索高质量的播客，以便您现在享受。它是最好的播客应用程序，适用于安卓、iPhone和网络。注册以跨设备同步订阅。