Listener Q&A where Andy talks about: Correction to a previous Q&A episode regarding taxation of lump sum Social Security benefits paid in one year for benefits attributable to the prior year ( 9:54 )His thoughts on artificial intelligence and how it can impact the financial planning industry ( 13:00 )The "withhold and replace" method of paying taxes when doing IRA distributions or conversions and using the indirect 60-day rollover approach to ultimately pay taxes out of your ban...
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#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
#200 – 200th episode special edition: my observations about the financial services industry
#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
#198 - Whether to take a pension as a lump sum or monthly payments
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