
Sign up to save your podcasts
Or


In today's Five Question Friday (FQF) video, we cover this questions:
1. Can you recommend a detailed tax estimator?
2. How to plan Roth conversions without a fancy retirement planner?
3. Should you pay off a mortgage early or invest the money?
4. Are identity theft protection services worth the cost?
5. How does reinvesting vs spending dividends affect return assumptions for retirement planning?
Resources
2025 Tax Calculator: https://www.efile.com/tax-return-calc...
*Note*: eFile is still updating some aspects of the calculator for 2025 tax laws.
Boldin: https://go.robberger.com/boldin/yt-fqf
Vanguard Roth Conversion Calculator: https://advisors.vanguard.com/tax-cen...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
By Rob Berger4.8
174174 ratings
In today's Five Question Friday (FQF) video, we cover this questions:
1. Can you recommend a detailed tax estimator?
2. How to plan Roth conversions without a fancy retirement planner?
3. Should you pay off a mortgage early or invest the money?
4. Are identity theft protection services worth the cost?
5. How does reinvesting vs spending dividends affect return assumptions for retirement planning?
Resources
2025 Tax Calculator: https://www.efile.com/tax-return-calc...
*Note*: eFile is still updating some aspects of the calculator for 2025 tax laws.
Boldin: https://go.robberger.com/boldin/yt-fqf
Vanguard Roth Conversion Calculator: https://advisors.vanguard.com/tax-cen...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

449 Listeners

808 Listeners

1,311 Listeners

530 Listeners

749 Listeners

550 Listeners

674 Listeners

201 Listeners

596 Listeners

903 Listeners

344 Listeners

809 Listeners

147 Listeners

914 Listeners

182 Listeners