RBS 224: What is the Tax Triangle? (FQF) episode artwork

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...

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...

NOW PLAYING

RBS 224: What is the Tax Triangle? (FQF)

0:00 29:04

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Rob Berger Show?

This episode is 29 minutes long.

When was this The Rob Berger Show episode published?

This episode was published on August 15, 2025.

What is this episode about?

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...

Can I download this The Rob Berger Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!