RBS 220: How the New $6,000 Senior Bonus Deduction Affects Roth Conversions (FQF)

from The Rob Berger Show · host Rob Berger

In today's Five Question Friday we look at the following questions:1. How should the $6,000 senior deduction affect Roth conversions?2. Are short-term bonds a reasonable alternative to intermediate-term bonds?3. Are tax-managed balanced funds ok in a taxable account?4. How should I invest money I'll use to pay the rent in retirement?5. Boldin vs ProjectionLab for Roth conversion analysis?Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

In today's Five Question Friday we look at the following questions: 1. How should the $6,000 senior deduction affect Roth conversions? 2. Are short-term bonds a reasonable alternative to intermediate-term bonds? 3. Are tax-managed balanced funds ok in a taxable account? 4. How should I invest money I'll use to pay the rent in retirement? 5. Boldin vs ProjectionLab for Roth conversion analysis?Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

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RBS 220: How the New $6,000 Senior Bonus Deduction Affects Roth Conversions (FQF)

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This episode is 22 minutes long.

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This episode was published on July 12, 2025.

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