How Big Is the Widow’s Penalty—and Can You Reduce It? (FQF)

Happy 4th of July! In today's Five Question Friday, we tackle the following questions:

1. How significant is the widows penalty?
2. Should Bogleheads worry that Coinbase is in the S&P 500?
3. Does it make sense to pay the taxes on a Roth conversion from another Roth account?
4. Does the Bucket Strategy reduce sequence of returns risk?
5. Should we include future tax liability in our net worth statement?

*Resources Mentioned in the Video*

ProjectionLab: https://go.robberger.com/projectionlab/yt-mfB6ZYcl4Bo
Kubera: https://go.robberger.com/kubera/yt-mfB6ZYcl4Bo

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0:00 - Intro
1:05 - How significant is the widows penalty?
7:43 - Should Bogleheads worry that Coinbase is in the S&P 500?
9:29 - Does it make sense to pay the taxes on a Roth conversion from another Roth account?
11:45 - Does the Bucket Strategy reduce sequence of returns risk?
18:59 - Should we include future tax liability in our net worth statement?

#retirement #investing #robberger

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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