
The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
The Rob Berger Show
RBS 220: How the New $6,000 Senior Bonus Deduction Affects Roth Conversions (FQF)
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Rob Berger
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Episode 220
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:
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