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Retirement Planning Education, with Andy Panko
#182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE!
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About this episode
Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax planning. And in particular whether people 65 or older should try to keep their income low to get some or all of the extra $6k bonus deduction ( 7:41 )What's up with the markets??? Should we be worried about the stock market? ( 17:33 )Their vie...