The Rob Berger Show
The Rob Berger Show
Rob Berger
RBS 224: What is the Tax Triangle? (FQF)
29 minutes Posted Aug 15, 2025 at 11:00 am.
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In today's Five Question Friday (FQF), we cover five great questions and one tax calculator: 1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts) 2. Is the Withdrawal Amount in FICalc the same as spending? 3. When should you sell an investment that's at a loss? 4. How far into the future should we plan? 5. When and how quickly should you change asset allocation as you near retirement? Tool: Retirement Tax-Friendly States: https://smartasset.com/retirement/ret... Resources...