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

EPISODE · May 16, 2025 · 27 MIN

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

from The Rob Berger Show · host Rob Berger

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-fqfProjectionLab: 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...

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.rob...

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

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This episode was published on May 16, 2025.

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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...

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