RBS 157: How to Avoid Roth IRA Taxes and Penalties

The Rob Berger Show

#Trading #Business News #Business #Podcasting Education #News #Self-Improvement #Rob Berger

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

год назад 25:26

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Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of your withdrawals.
In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering rules of withdrawals, the aggregation rule, and even the backdoor Roth IRA.
Join the Newsletter. It's Free:
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194 эпизодов

The Rob Berger Show

RBS 157: How to Avoid Roth IRA Taxes and Penalties

The Rob Berger Show

24 subscribers

published год назад

MP3•Главная эпизода

194 эпизодов

#Trading #Business News #Business #Podcasting Education #News #Self-Improvement #Rob Berger

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The Rob Berger Show

1
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In today's Five Question Friday (FQF), we cover the following: 1. Some thoughts on how to hire a financial advisor 2. Whether to consider Medicare premiums in your Roth conversion analysis 3. How Social Security should affect our asset allocation in retirement 4. How variable income should affect how we invest 5. Whether I sold U.S. stocks to buy International stocks this year. Resources mentioned in the video: Boldin: https://go.robberger.com/new-retireme... ProjectionLab: https://go.robberger.com/projectionla... List of Low Cost Advisors: https://robberger.com/low-cost-financ... My newsletter signup: https://robberger.com/newsletter/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

The Rob Berger Show

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RBS 193: My Portfolio Update And Changes to the Investment Tracking Spreadsheet (March 2025) 18:51

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In this video, I'll share with you my current investment portfolio, including a big change I made in our traditional retirement accounts. I'll also share an update to my free investment tracking spreadsheet. https://robberger.com/investment-trac... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

The Rob Berger Show

1
RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60 17:16

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With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks. In fact, a recent Vanguard market outlook report concluded that a typical 60/40 retirement portfolio may be too rich, and that a 40/60 portfolio is a better option in this valuation environment. This video is my take on all of this. Resources: Vanguard Report: https://corporate.vanguard.com/conten... Bogleheads Forum Post: https://www.bogleheads.org/forum/view... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

The Rob Berger Show

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RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF) 27:00

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Welcome back to another edition of Five Question Friday (FQF). Here are today's questions: 1. What bond funds do I use in my portfolio? 2. Do you really need an emergency fund? 3. How does living off interest work with Bengen's 4% rule? 4. How to track money market funds in my investment tracking spreadsheet? 5. Are money market funds better than intermediate-term bond funds? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

The Rob Berger Show

1
RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we? 10:17

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The Rob Berger Show

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RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF) 35:07

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The Rob Berger Show

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Get 10% off the cost of ProjectionLab with promo code RBERGER-10 using this link: https://go.robberger.com/projectionla... . In today's video, we'll look at the following features of ProjectionLab: 1. Export/Import Data 2. Income/Expense 3. Tax Analytics 4. Drawdowns 5. Bond Allocation Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

The Rob Berger Show

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Today, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains distributions to retail investors. In this video, I'll walk through the settlement order and what it means to investors. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

The Rob Berger Show

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RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF) 27:09

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The Rob Berger Show

1
RBS 185: Are Investment Banks Worth the High Fees? FQF 21:48

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The Rob Berger Show

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The Rob Berger Show

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RBS 183: 2025 Annual Portfolio Review Checklist 21:13

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The Rob Berger Show

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RBS 182: The Case Against After-Tax Asset Allocation (FQF) 25:07

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The Rob Berger Show

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The Rob Berger Show

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