The Truth About Roth Conversions and Sequence Risk скачать в хорошем качестве

The Truth About Roth Conversions and Sequence Risk

Do Roth conversions in early retirement increase your sequence of returns risk? Does it take decades before the cost of a Roth conversion can pay off? Are Roth conversions really nothing more than a big gamble? I'll cover these questions in today's video. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm... ProjectionLab: https://go.robberger.com/projectionla... (if you sign up to my newsletter with the link above, I'll send you a Promo Code for 10% of the cost of Projection Lab). Eric Amzalag video:    • Give Me 82 Seconds, You’ll Avoid Roth Conv...   Financial tools I use: I track all of my investments, performance, fees, and asset allocation with Empower. It's Free: https://go.robberger.com/empower/yt- I use Monarch Money to manage our budget: https://go.robberger.com/monarch-yt/y... My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost: https://go.robberger.com/boldin/yt- I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free: https://go.robberger.com/capitalize/yt- My Book (Retire Before Mom and Dad): https://amzn.to/4d9qbhA #retirement #investing #robberger 0:00 Intro 2:04 Waiting 30 years for Roth Conversion to pay off 12:05 Sequence of Returns Risk 15:59 ProjectionLab 19:30 My current thinking ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube:    / @rob_berger   Facebook:   / financialfreedomguy   Twitter:   / robert_a_berger   DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. *Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/