RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)

from The Rob Berger Show · host Rob Berger

Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:1. Is the 6% Rule on Lump Sum vs Pension Reasonable?2. What will my stock/bond allocation be when I reach 65?3. How do you decide between a Roth Conversion and 0% Capital Gains Harvesting?4. What's the best credit card for travel?5. Should an early retiree pay off their low-rate mortgage?Kitces Article: https://www.kitces.com/blog/navigatin...CFPB Pension Article: https://files.consumerfinance.gov/f/2...Fidelity Pension Article: https://www.fidelity.com/learning-cen...Travel Credit Cards: https://www.allcards.com/travel-rewar...Cash Back Credit Cards: https://www.allcards.com/best-cash-ba...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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This episode was published on November 22, 2024.

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