The Rob Berger Show podcast

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

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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 you decide between a Roth Conversion and 0% Capital Gains Harvesting?
4. What's the best credit card for travel?
5. Should an early retiree pay off their low-rate mortgage?

Kitces Article: https://www.kitces.com/blog/navigatin...
CFPB Pension Article: https://files.consumerfinance.gov/f/2...
Fidelity Pension Article: https://www.fidelity.com/learning-cen...
Travel Credit Cards: https://www.allcards.com/travel-rewar...
Cash Back Credit Cards: https://www.allcards.com/best-cash-ba...

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