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RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)

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Manage episode 454124729 series 3437124
Innhold levert av Rob Berger. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Rob Berger eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this week's Five Question Friday, we look at several important retirement planning questions:
0:00 - Intro
0:45 - Should our asset allocation change if we have a much younger spouse?
7:45 - Should a pension represent the bond portion of a portfolio?
10:30 - What types of ETFs should go in taxable accounts versus retirement accounts?
14:13 - Should we prefer Roth conversions over investing in a taxable account?
17:31 - Should we prefer Roth conversions if we plan to use the money for long-term care?
Boldin: https://go.robberger.com/new-retireme...
Pralana: https://go.robberger.com/pralana/yt-fqf
Projection Lab: https://go.robberger.com/projectionla...
Open Social Security: https://opensocialsecurity.com/
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

  continue reading

182 episoder

Artwork
iconDel
 
Manage episode 454124729 series 3437124
Innhold levert av Rob Berger. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Rob Berger eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this week's Five Question Friday, we look at several important retirement planning questions:
0:00 - Intro
0:45 - Should our asset allocation change if we have a much younger spouse?
7:45 - Should a pension represent the bond portion of a portfolio?
10:30 - What types of ETFs should go in taxable accounts versus retirement accounts?
14:13 - Should we prefer Roth conversions over investing in a taxable account?
17:31 - Should we prefer Roth conversions if we plan to use the money for long-term care?
Boldin: https://go.robberger.com/new-retireme...
Pralana: https://go.robberger.com/pralana/yt-fqf
Projection Lab: https://go.robberger.com/projectionla...
Open Social Security: https://opensocialsecurity.com/
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

  continue reading

182 episoder

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