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RBS 025: Thoughts on Roth Conversions and Required Minimum Distributions (RMD)_Live Q&A

RBS 025: Thoughts on Roth Conversions and Required Minimum Distributions (RMD)_Live Q&A

FromThe Rob Berger Show


RBS 025: Thoughts on Roth Conversions and Required Minimum Distributions (RMD)_Live Q&A

FromThe Rob Berger Show

ratings:
Length:
122 minutes
Released:
Mar 30, 2022
Format:
Podcast episode

Description

Join the newsletter: https://robberger.com/newsletter/?utm...————————————Timestamps————————————0:00 - Welcome to the Financial Freedom Show!0:30 - Roth Conversions15:13 - Reverse mortgage16:24 - Is there a minimum where Roth Conversion doesn't make sense?18:04 - BUFOX21:47 - 11 stocks25:26 - Thoughts on investing for college/529 Ohio/VTEP27:05 - Defined Benefit Pension Plan31:29 - Is there a downside of leaving target date funds in my portfolio?33:42 - Why can't we invest non earned income into a Roth IRA?34:37 - Good Morning Washington35:33 - 90/10 or 80/20 for investing kids savings36:32 - Timing the market38:04 - Roth Conversions make sense if the market takes a downturn38:50 - VB & VBR40:56 - Accessing Roth Conversion after 5 years42:35 - Transitioning from predominantly index fund investing to disciplined individual value                  stock investing in Roth44:46 - Schwab vs Vanguard for retirement accounts48:19 - Married couple Roth conversion48:56 - Fulfilling promises to viewers51:05 - Cash reserves account52:17 - Betterment54:58 - Qualified donations56:41 - Tips on spending money during the accumulation phase57:57 - Good asset allocation in stocks1:00:25 - Most advantageous method to determine the profit or loss for tax reporting in a                     taxable account1:01:58 - Changing allocation since my account is no longer a Roth1:
Released:
Mar 30, 2022
Format:
Podcast episode

Titles in the series (100)

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.