Episode 232
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...
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Published on 3 weeks, 4 days ago
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