542 ROTH Conversion - Vanguard tool - re-balance - LT Gains - Home costs

from The Phil Ferguson Show · host Phil Ferguson

Discussion on the Pros and cons of ROTH ConversionsVanguard has a new tool that may help but, it has llimitations.It is a good time to think about re-balancing your portfolio.Why you might want to pay some extra taxes on realized LT GainsWhy are houses so expensive and why it might get worse.

Episode metadata supplied by the publisher feed · Published Jan 15, 2026

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542 ROTH Conversion - Vanguard tool - re-balance - LT Gains - Home costs

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