#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

Retirement Planning Education, with Andy Panko

Listener Q&A where Andy talks about:

• Can you retroactively increase your income for a prior tax year ( 2:37 )
• How to find a retirement planning tax specialist ( 8:16 )
• How the Medicare IRMAA premium surcharge income lookback works ( 17:24 )
• Determining how much mega back door Roth contributions to do ( 22:02 )
• Is it okay to employ your child part-time in your small business to give them earnings so you can contribute to a Roth IRA for them ( 28:07 )
• My thoughts on "bullet" maturity bond ETFs ( 31:30 )
• Whether reducing withdrawal rates or setting up a bucketing system eliminates Sequence of Returns Risk in retirement ( 43:27 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:

• List of flat-free retirement planner referrals - here
• Link to the Facebook group post about Sequence of Returns Risk - here
• My YouTube video on Sequence of Returns Risk - here

• 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