36 min listen
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
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)
RBS 012: Should You Invest or Pay Off Debt? Yes! by The Rob Berger Show