• #101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

  • May 30 2024
  • Length: 34 mins
  • Podcast

#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE! By cover art

#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

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  • Summary

  • Listener Q&A where Andy talks about:

    • How to choose a brokerage firm/custodian to use ( 3:00 )
    • How frequently to rebalance your portfolio ( 11:46 )
    • Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
    • Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
    • The two different 5-year rules for Roth IRAs ( 24:03 )
    • How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )


    Links in this episode:

    • My YouTube video - Understanding Roth IRA Withdrawal Rules
    • My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence


    • 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
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