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Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions
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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By Eric Johns CFP®, EA, MBAIn 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!