How Big Is the Widow’s Penalty—and Can You Reduce It? (FQF) скачать в хорошем качестве

How Big Is the Widow’s Penalty—and Can You Reduce It? (FQF)

Happy 4th of July! In today's Five Question Friday, we tackle the following questions: 1. How significant is the widows penalty? 2. Should Bogleheads worry that Coinbase is in the S&P 500? 3. Does it make sense to pay the taxes on a Roth conversion from another Roth account? 4. Does the Bucket Strategy reduce sequence of returns risk? 5. Should we include future tax liability in our net worth statement? Resources Mentioned in the Video ProjectionLab: https://go.robberger.com/projectionla... Kubera: https://go.robberger.com/kubera/yt-mf... Also, get 50% your first year of Monarch Money with discount code MONARCHVIP: https://go.robberger.com/monarch/yt-m... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm... Financial tools I use: I track all of my investments, performance, fees, and asset allocation with Empower. It's Free: https://go.robberger.com/empower/yt-m... I use Monarch Money to manage our budget: https://go.robberger.com/monarch/yt-m... My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost: https://go.robberger.com/boldin/yt-mf... I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free: https://go.robberger.com/capitalize/y... My Book (Retire Before Mom and Dad): https://amzn.to/4d9qbhA 0:00 - Intro 1:05 - How significant is the widows penalty? 7:43 - Should Bogleheads worry that Coinbase is in the S&P 500? 9:29 - Does it make sense to pay the taxes on a Roth conversion from another Roth account? 11:45 - Does the Bucket Strategy reduce sequence of returns risk? 18:59 - Should we include future tax liability in our net worth statement? #retirement #investing #robberger ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube:    / @rob_berger   Facebook:   / financialfreedomguy   Twitter:   / robert_a_berger   DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.