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

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Manage episode 478731016 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 [email protected]

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 478731016 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 [email protected]

  continue reading

151 episodes

All episodes

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