#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!

Listener Q&A where Andy answers questions about: Whether I prefer simplification or optimization in financial planningRoth conversion optimizationIs crypto mining taxableHow to buy I Bonds through tax return refundsWhat positions to sell when distributing from an IRAWhen to start annuity payments Links in this episode: Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsl...

Om Podcasten

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!