Tax Gain Harvesting, Active vs. Passive Investments… and Roth Conversions - 283

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Recorded21 Jul 2020

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607282

Show notes

Should you tax gain harvest or do a Roth IRA conversion? Should active or passive investments go in retirement accounts? If you're on the younger side, why own bonds? Are Vanguard Roth accounts any better or worse than others? What's the break even on taking Social Security early vs. late? Should you convert your 401(k) or retirement account to Roth all at once? Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-283

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