Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about: US Government obligation interest and what to look for on your consolidated 1099 to make sure you properly reflect the state income tax treatment on your tax return ( 9:06 )Understanding and tracking after-tax "basis" in inherited IRAs ( 20:14 )Required Minimum Distribution ("RMD") aggregation rules ( 25:03 )Potentially doubling up contributions to governmental 457 employer retir...
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#201 - Q&A edition...A.I. and financial planning, the "withhold and replace" method of paying taxes, step DOWN in basis, TIPS ladders and MORE!
#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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