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RBS 211: When Should You Change Your Asset Allocation? (FQF)

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Manage episode 483090786 series 3437124
Content provided by Rob Berger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Berger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In today's Five Question Friday (FQF) we'll tackle the following questions:
1. Is now a good time to change your asset allocation?
2. Do target date funds force you to sell stocks in a down market?
3. Does the IRS treat the withdrawal of dividends as taking out earnings or contributions from a Roth IRA?
4. Is an 80% Chance of Success in Retirement reasonable?
5. How much should you allocate to international stocks?
Boldin: https://go.robberger.com/boldin/yt-fqf
ProjectionLab: https://go.robberger.com/projectionla...
FICalc: https://ficalc.app/
Chance of Success Guardrail Articles:
https://www.kitces.com/blog/monte-car...
https://www.whitecoatinvestor.com/ris...
https://www.kitces.com/blog/probabili...
https://www.morningstar.com/retiremen...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

  continue reading

214 episodes

Artwork
iconShare
 
Manage episode 483090786 series 3437124
Content provided by Rob Berger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Berger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In today's Five Question Friday (FQF) we'll tackle the following questions:
1. Is now a good time to change your asset allocation?
2. Do target date funds force you to sell stocks in a down market?
3. Does the IRS treat the withdrawal of dividends as taking out earnings or contributions from a Roth IRA?
4. Is an 80% Chance of Success in Retirement reasonable?
5. How much should you allocate to international stocks?
Boldin: https://go.robberger.com/boldin/yt-fqf
ProjectionLab: https://go.robberger.com/projectionla...
FICalc: https://ficalc.app/
Chance of Success Guardrail Articles:
https://www.kitces.com/blog/monte-car...
https://www.whitecoatinvestor.com/ris...
https://www.kitces.com/blog/probabili...
https://www.morningstar.com/retiremen...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

  continue reading

214 episodes

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