#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!

Retirement Planning Education, with Andy Panko

Listener Q&A where Andy talks about:

• How to establish tax residence in a new state, and how to leave tax residence in your old state
• Carrying over capital loss deductions
• Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210
• When in the tax return season should you file your return
• Is an advisory fee of 1.25% to 1.50% worth it

Links in this episode:

• My YouTube video - Estimated Taxes, Tax Withholdings and Underpayment Penalties
• My company newsletter - Retirement Planning Insights
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com