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

The Rob Berger Show

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The Rob Berger Show

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

May 16, 2025 • Rob Berger • Episode 211

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.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...

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