Should You Ever Rebalance in a Taxable Account? (FQF)

In today's Five Question Friday (FQF) video, we cover these questions:

1. Should you ever rebalance in a taxable account?
2. Are covered-call ETFs a reasonable way to generate income?
3. Should Roth conversions consider ACA tax credits?
4. Why do retirement calculators generate different results?
5. How do you plan for a 50 year retirement?

Resources From Video
https://www.financialplanningassociation.org/sites/default/files/2021-08/APR07%20Rebalancing%20for%20Taxable%20Accounts.pdf

https://www.kff.org/interactive/calculator-aca-enhanced-premium-tax-credit/#state=oh&zip=43123&income-type=dollars&income=50000&employer-coverage=0&people=2&alternate-plan-family=&adult-count=2&adults%5B0%5D%5Bage%5D=55&adults%5B0%5D%5Btobacco%5D=0&adults%5B1%5D%5Bage%5D=55&adults%5B1%5D%5Btobacco%5D=0&child-count=0

https://www.fidelity.com/learning-center/personal-finance/tax-brackets

FI Calc: https://ficalc.app/

Boldin: https://go.robberger.com/boldin/yt-fqf

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#retirement #investing #robberger
0:00 Intro
1:02 Should you ever rebalance in a taxable account?
4:48 Are covered-call ETFs a reasonable way to generate income?
10:35 Should Roth conversions consider ACA tax credits?
14:28 Why do retirement calculators generate different results?
19:24 How do you plan for a 50 year retirement?

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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