RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution

RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution & Get A Lifetime Fixed Annuity All In One

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The new Secure Act 2.0 introduced the IRA Gift Annuity starting this year. It allows you to make a one-time charitable contribution out of an IRA for as much as $50,000 and get monthly income for life.Join the newsletter: https://robberger.com/newsletter/?utm...

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RBS 174: Navigating Portfolio Visualizer's New Design and a Free Alternative

One of my favorite tools, Portfolio Visualizer, just launched a new design. In this video, I'll show you how to navigate the changes. Unfortunately, one change is to limit the amount of backtesting data you have access to in the free version. I'll show you a free alternative.Portfolio Visualizer:...

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RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)

Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:1. Is the 6% Rule on Lump Sum vs Pension Reasonable?2. What will my stock/bond allocation be when I reach 65?3. How do...

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The Rob Berger Show

Published 11/22/24