#225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!
Andy and Dan VanDusen from Objective Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to decide between investing money for a child or grandchild in a 529 vs Trump account vs UTMA brokerage account ( 9:19 )What errors and missed items they commonly see in reviewing tax returns ( 18:28 )Their thoughts on the current state of affairs of the bond market ( 25:10 )What to do with appreciated mutual funds...
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More from Retirement Planning Education, with Andy Panko
#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
#221 - Retirement planner chat with Ryan Langan from Your Path Fi
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