Go offline with the Player FM app!
RBS 211: When Should You Change Your Asset Allocation? (FQF)
Manage episode 483090786 series 3437124
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...
214 episodes
Manage episode 483090786 series 3437124
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...
214 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.