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

EPISODE · Dec 6, 2024 · 20 MIN

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

from The Rob Berger Show · host Rob Berger

In this week's Five Question Friday, we look at several important retirement planning questions:0:00 - Intro0:45 - 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-fqfProjection Lab: https://go.robberger.com/projectionla...Open Social Security: https://opensocialsecurity.com/Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Episode metadata supplied by the publisher feed · Published Dec 6, 2024

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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-...

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

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