#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!

6/26/2025

Retirement Planning Education, with Andy Panko

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1:01:52

Listener Q&A where Andy talks about:

A short explanation of bonds and "the bond market" ( 2:48 )
Are actively managed bond funds better than passive bond funds ( 21:53 )
What are the pros and cons of making all of the year's estimated tax payments in the first quarter ( 30:30 )
Why insurers don't offer a long term care product with a 2-3 years elimination period or deductible to cover just LTC needs beyond a few years ( 34:07 )
His thoughts on getting retirement income from dividends, Treasury interest and municipal bond interest ( 37:20 )
Are there any advisors who specialize in working with couples where only one couple is involved in the household finances ( 42:47 )
Are there any disadvantages to converting ALL pre-tax account balances to Roth ( 46:20 )
Is disability income considered "earned income" and eligible to make IRA or Roth IRA contributions ( 55:30 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

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