EPISODE · Aug 15, 2025 · 29 MIN
RBS 224: What is the Tax Triangle? (FQF)
from The Rob Berger Show · host Rob Berger
In today's Five Question Friday (FQF), we cover five great questions and one tax calculator:1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts)2. Is the Withdrawal Amount in FICalc the same as spending?3. When should you sell an investment that's at a loss?4. How far into the future should we plan?5. When and how quickly should you change asset allocation as you near retirement?Tool: Retirement Tax-Friendly States: https://smartasset.com/retirement/ret...ResourcesBlackrock Asset Return Map: https://www.blackrock.com/corporate/i...FICalc: https://ficalc.app/Boldin: https://go.robberger.com/boldin/yt-fqfPerplexity Result: https://www.perplexity.ai/search/what...Perplexity Tax Triangle: https://www.perplexity.ai/search/what...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...
What this episode covers
In today's Five Question Friday (FQF), we cover five great questions and one tax calculator: 1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts) 2. Is the Withdrawal Amount in FICalc the same as spending? 3. When should you sell an investment that's at a loss? 4. How far into the future should we plan? 5. When and how quickly should you change asset allocation as you near retirement? Tool: Retirement Tax-Friendly States: https://smartasset.com/retirement/ret... Resources...
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RBS 224: What is the Tax Triangle? (FQF)
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