Episode Details

This week on Five Question Friday (FQF):

Question 1: Has AI fundamentally changed the stock market, and does market history still matter?

Question 2: If you retire a few years before claiming Social Security, how does the 4% rule apply during that gap?

Question 3: If you roll a long-held Roth 401(k) into a brand-new Roth IRA, do you still have to wait five years to withdraw earnings?

Question 4: Can you use traditional IRA funds to pay for long-term care and deduct the cost?

Question 5: Can you build a fixed 50/50 portfolio by splitting money between Vanguard's 40/60 and 60/40 LifeStrategy funds?

Resources mentioned in the episode:

Schwab on the Roth 5-year rules: https://www.schwab.com/learn/story/wh...
IRS Publication 502 (Medical and Dental Expenses): https://www.irs.gov/publications/p502
Vanguard LifeStrategy Funds: https://investor.vanguard.com/investm...
Boldin (retirement planner): https://go.robberger.com/boldin/yt-fq...
ProjectionLab: https://go.robberger.com/projectionla...

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