How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 )
His thoughts on a few different variable portfolio withdrawal strategies, namely Amortization Based Withdrawals ("ABW"), Total Portfolio Allocation Withdrawals ("TPAW") and Big ERN's CAPE-based approach ( 14:10 )
Converting to a Roth IRA money you plan on spending in the near-term, instead of outright distributing it to your bank or brokerage account to be spent from there ( 23:18 )
Whether doing Roth conversions or backdoor Roth contributions are ultimately the same thing from a tax planning perspective ( 28:02 )
His thoughts on deciding which type of advisor and/or advisory fee model might make the most sense for you when considering the potential fees to be paid to an advisor over a lifetime ( 33:41 )
At what point should you just take out unused 529 funds and pay tax and penalty on the gains, assuming you have no expectation they'll eventually get to be used for qualified education expenses ( 40:15 )
Potential ideas for small or solo advisory firms to establish a succession plan in the event of the death or incapacitation of the advisor ( 45:26 )
What to look for in an advisory relationship to help minimize the risk of the advisory committing fraud with your money ( 50:50 )
Whether to live off cash for multiple years - assuming you have saved that much cash - or instead pull from your investment accounts ( 56:53 )
His thoughts on Securities Backed Lines of Credit, or SBLOCs, from brokerage firms ( 1:00:35 )
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
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