In today's Five Question Friday (FQF) video, we cover this questions: 1. Can you recommend a detailed tax estimator? 2. How to plan Roth conversions without a fancy retirement planner? 3. Should you pay off a mortgage early or invest the money? 4. Are identity theft protection services worth the cost? 5. How does reinvesting vs spending dividends affect return assumptions for retirement planning? Resources 2025 Tax Calculator: https://www.efile.com/tax-return-calc... *Note*: ...

The Rob Berger Show

Rob Berger

RBS 232: 2025 Free Income Tax Calculator (FQF)

OCT 3, 202523 MIN
The Rob Berger Show

RBS 232: 2025 Free Income Tax Calculator (FQF)

OCT 3, 202523 MIN

Description

In today's Five Question Friday (FQF) video, we cover this questions:1. Can you recommend a detailed tax estimator?2. How to plan Roth conversions without a fancy retirement planner?3. Should you pay off a mortgage early or invest the money?4. Are identity theft protection services worth the cost?5. How does reinvesting vs spending dividends affect return assumptions for retirement planning?    Resources2025 Tax Calculator: https://www.efile.com/tax-return-calc...*Note*: eFile is still updating some aspects of the calculator for 2025 tax laws.Boldin: https://go.robberger.com/boldin/yt-fqfVanguard Roth Conversion Calculator: https://advisors.vanguard.com/tax-cen...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...