RBS 182: The Case Against After-Tax Asset Allocation (FQF)
Get every episode summarized
Each time The Rob Berger Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
Welcome to this week's edition of Five Question Friday. Here are the questions we'll be covering today:
1. Should you include the value of your home in your asset allocation?
2. Should we tilt our portfolio to 10% SCV?
3. After-Tax Asset allocation
4. Tips Ladders vs ETFs: If for example we had 500k for our fixed assets portion of our portfolio, what are your thoughts on building multiple TIPs ladders with all 500k to meet our retirement goals vs. a more diversified mixof t-bills, CDs, Agency, Corporate, and TIPs? I am leaning toward the more "diversified mix."
5. Roth conversions and Rate of Return Assumptions
Resources:
Boldin: https://go.robberger.com/new-retireme...
Bolgeheads' Wiki: https://www.bogleheads.org/wiki/Tax-a...
Reichenstein Article: https://www.financialplanningassociat...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
Get every episode summarized
Each time The Rob Berger Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Rob Berger Show
RBS 261: Why VTI Will Own SpaceX Long Before the S&P 500 Does
The Rob Berger Show
RBS 260: How to Overcome the Fear of Retirement (FQF)
The Rob Berger Show
RBS 259: We Saved Three Million. Our Advisor Said We Should Be Worried
The Rob Berger Show
RBS 258: Has AI Changed the Stock Market for Good? (FQF)
The Rob Berger Show