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 221: What's the Best Option for Cash: Money Market Funds or T-Bill ETFs? (FQF)
The Rob Berger Show
27 minutes
4 months ago
RBS 221: What's the Best Option for Cash: Money Market Funds or T-Bill ETFs? (FQF)
Here are the five questions we cover this week in Five Question Friday: 1. Should we park cash in a money market fund or a t-bill ETF? 2. Are Robo-Advisor Tax-Loss harvesting features worth it? 3. What is the Retirement Spending Smile? 4. What rate of return assumption should you use in retirement planning software? 5. Which IRA account types can be combined? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
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...
