#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

Retirement Planning Education, with Andy Panko

Listener Q&A where Andy talks about:

• How to keep track of Roth IRA contributions ( 6:45 )
• Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )
• What to do with money from an RMD that you don't actually need ( 16:48 )
• Understanding the capital gain exclusion on selling your primary residence ( 19:58 )
• How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )
• How to distribute from a portfolio that includes total bond market funds as its fixed income allocation ( 28:10 )
• Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )

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

• The Boomer Benefits Facebook group - here
• My podcast about the primary residence sale capital gain exclusion - here
• TransUnion SmartMove website - 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