Episode Details
Back to Episodes#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!
Published 3 years, 7 months ago
Description
Listener Q&A where Andy answers questions about:
- How the IRS knows if you satisfy RMDs on an inherited account if you move the account between custodians during the year
- The deductibility of long-term care expenses as medical expenses
- Taxation of selling Restricted Stock Units (“RSUs”)
- Medicare premium surcharges while your Medicare benefits are suspended
- How to plan for the known knowns, the known unknowns and the unknown unknowns
Links in this episode:
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights