RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)
Dec 6, 2024
20:46
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In this week's Five Question Friday, we look at several important retirement planning questions:
0:00 - Intro 0:45 - Should our asset allocation change if we have a much younger spouse? 7:45 - Should a pension represent the bond portion of a portfolio? 10:30 - What types of ETFs should go in taxable accounts versus retirement accounts? 14:13 - Should we prefer Roth conversions over investing in a taxable account? 17:31 - Should we prefer Roth conversions if we plan to use the money for long-term care?
The Rob Berger Show