Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions

from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

In this episode, we answer questions regarding whether it ever makes sense to have a portfolio with only equities if equities truly outpace other investment classes over the long run, and clarification on the tax code while making a decision on a Roth conversion versus taking more from an inherited IRA. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to [email protected]—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!

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How long is this episode of Accessible Finance For Retirement?

This episode is 21 minutes long.

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This episode was published on January 26, 2025.

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