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

EPISODE · Mar 30, 2022 · 2H 1M

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

from The Rob Berger Show · host Rob Berger

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:

Join the newsletter: https://robberger.com/newsletter/?utm... ———————————— Timestamps ———————————— 0:00 - Welcome to the Financial Freedom Show! 0:30 - Roth Conversions 15:13 - Reverse mortgage 16:24 - Is there a minimum where Roth Conversion doesn't make sense? 18:04 - BUFOX 21:47 - 11 stocks 25:26 - Thoughts on investing for college/529 Ohio/VTEP 27:05 - Defined Benefit Pension Plan 31:29 - Is there a downside of leaving target date funds in my portfolio? 33:42 - Why can't we invest non ea...

NOW PLAYING

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

0:00 2:01:50

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Rob Berger Show?

This episode is 2 hours and 1 minute long.

When was this The Rob Berger Show episode published?

This episode was published on March 30, 2022.

What is this episode about?

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...

Can I download this The Rob Berger Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!