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 222: The New Tax Law Changes and How They May Affect Retirement
The Rob Berger Show
23 minutes
3 months ago
RBS 222: The New Tax Law Changes and How They May Affect Retirement
The passage of the One Big Beautiful Bill Act has brought us a number of changes to the tax laws. Some changes are "permanent," meaning it would take an act of Congress and the President to change them. Some are "temporary," meaning they expire at some point in the future. Almost all of them can affect how we plan for retirement, particularly when it comes to Roth conversion strategies, tax-gain harvesting, and even traditional retirement account distributions. In this video, I walk through ...
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...
