The Investor's Newsletter

Good morning Freedom Fighters:

Ask: Please forward this newsletter to at least one person who needs it.

Offer: If you received this newsletter from another, you can subscribe here.

Reminder: The next live show is tomorrow, Monday (July 1st), at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

New: Use this form to submit a question or topic you'd like me to cover during the live show.

3 Things

529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings (Kitces)
8 Little-Known Facts About RMDs (Morningstar)
We're too obsessed with cash (Cautiously Optimistic)

My Videos & Articles

How Much Cash Should You Hold in Retirement?

ICYMI

The Pinocchio protocol (Seth Godin)
You Might Be a Late Bloomer (The Atlantic)
Will We Ever Get Fusion Power? (Construction Physics)
How Cornhole Went Pro (NY Times)
Everything You Know About Lightning Safety in the Backcountry Is Wrong (Outside)
‘I’m good, I promise’: the loneliness of the low-ranking tennis player (The Guardian)

What I'm Reading, Listening To, and Watching

Exercise for aging people: where to begin, and how to minimize risk while maximizing potential (Peter Attia)
I'm almost finished with the Warmth of Other Suns. It's a must read!
I started Presumed Innocent. Excellent.

Resources

CD Rates (which now includes no-penalty CDs)

No-penalty: 5.20%
3-month: 5.51%
1-year: 5.40%
5-year: 4.80%

Savings account/MMA Rates: 5.55%
Best Bank Bonuses (up to $2,000)

NEW: Several airline credit cards of increased their intro offers, including one just last week. Check out the details here.
NEW: Several business credit cards have increased their signup bonuses.

Best,

Rob Berger

P.S. To reach me, just hit reply. I read every email!

P.P.S. You can find archives of this newsletter here.