In today's Five Question Friday (FQF) video, we look at these five questions: 1. Have we been lied to about our Social Security break-even age? 2. Is it ok to restart the 4% rule if the market goes up in early retirement? 3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it? 4. I’m 64 and I would like to begin annual Roth conversions from my tra...
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In today's Five Question Friday (FQF) video, we look at these five questions: 1. Have we been lied to about our Social Security break-even age? 2. Is it ok to restart the 4% rule if the market goes up in early retirement? 3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it? 4. I’m 64 and I would like to begin annual Roth conversions from my tra...
RBS 217: Are Growth Stocks Best for a Roth IRA? (FQF)
The Rob Berger Show
28 minutes
5 months ago
RBS 217: Are Growth Stocks Best for a Roth IRA? (FQF)
We look at the following questions in today's Five Question Friday: 1. Are growth stocks best for Roth IRAs? 2. How should you pay taxes on retirement account withdrawals? 3. How should you invest in retirement if you are scared of the stock market? 4. What's the ideal set-it-and-forget-it retirement portfolio? 5. Should you withdrawal cash from investment accounts to create an emergency fund? Schwab RMD article: https://www.schwab.com/go-digital/rmd Join the Newsletter. It's Free: https:/...
The Rob Berger Show
In today's Five Question Friday (FQF) video, we look at these five questions: 1. Have we been lied to about our Social Security break-even age? 2. Is it ok to restart the 4% rule if the market goes up in early retirement? 3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it? 4. I’m 64 and I would like to begin annual Roth conversions from my tra...
