Episode 234
In today's Five Question Friday (FQF) video, we look at these five questions:
1. Have we been lied to about our Social Security break-even age?
2. Is it ok to restart the 4% rule if the market goes up in early retirement?
3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it?
4. I’m 64 and I would like to begin annual Roth conversions from my traditional IRA’s. Can you review the rules surrounding these conversions in one’s retirement years? I would like to know how soon I can withdraw converted funds and their associated earnings penalty free and tax free.
5. You’ve mentioned in the past that you transitioned from a six-fund portfolio to a simpler three-fund setup. I’m curious — was that change mainly about reducing complexity and streamlining your investments, or did it reflect a stage of investment maturity and confidence in a more minimalist approach?
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Published on 1 week, 1 day ago
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