Mindy (BiggerPockets Money)

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199 appearances 1 recordings 1 series first heard Aug 2026 last heard 3 Aug

Mindy (BiggerPockets Money)’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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I hope that you make it to 59 and a half.

And I would love for you to have a lot of money in your Roth IRA when you do it.

So that's why we have talked about doing that.

Our oldest one actually doesn't have any taxable income right now.

So you said something about your daughter was babysitting.

Did you do this when she was babysitting too?

Nice job, Carl.

The comment about the long-term capital gains versus 72T income is kind of eye-opening.

I know the long-term capital gains tax rates are 0, 15, and 20%, and income tax is –

More and it didn't click.

I really appreciated that comment Did you hear that part about selling after tech stocks?

Is there any way to get the money out of the 401k into the DAF?

Okay.

It's nice being called young.

You're too young for that.

Yeah, he calls me old and young in the same episode.

So one last question about Roth conversions.

Right now, because I'm 53 and he's 52, if we Roth convert, we have to pay the taxes.

I thought I heard something about at age 59 and a half, you can Roth convert and then you're not, you can pay the taxes from what you converted.

Talk to me about that 55, because we have a self-directed 401k, which is where his SpaceX is.

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