The Rob Berger Show
The Rob Berger Show
Rob Berger
RBS 220: How the New $6,000 Senior Bonus Deduction Affects Roth Conversions (FQF)
22 minutes Posted Jul 12, 2025 at 4:00 am.
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In today's Five Question Friday we look at the following questions: 1. How should the $6,000 senior deduction affect Roth conversions? 2. Are short-term bonds a reasonable alternative to intermediate-term bonds? 3. Are tax-managed balanced funds ok in a taxable account? 4. How should I invest money I'll use to pay the rent in retirement? 5. Boldin vs ProjectionLab for Roth conversion analysis?Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...