Investment Strategies: Navigating Inheritance and Small-Cap Value

Paul starts the podcast talking about the upcoming Boglehead Conference (Sept.27-29) in Minneapolis.  The following link lists the speakers and topics.  https://boglecenter.net/2024conference/

Q1:  Should I invest $300,000 inheritance all at once or dollar cost average? 02:23

Q2:  If SCV is such a great asset class why do the companies all have such low P/E ratios? 8:06

Q3:  Given that our Roth IRAs have unlimited investment options how should we approach investing in our Roth accounts to best complement the life cycle funds in our 401k? 21:54

Q4:  Should we invest our IRA contributions the first of the year or dollar cost average over the year? 24:56

Q5:  I’m 70 and am considering a combination of the 2040 target date fund and small cap value.  How much should be in each? 26:34

Q6: Been in Ultimate Buy and Hold since 2013. I’m thinking about simplifying by using 2 or 4 fund portfolios. What are the pros and cons of change?  ⁠Recommended reviewing.⁠ 29:37

Q7: Can I still rollover regular IRAs into Roth now that I am retired?  ⁠Recommended reading.⁠ 35:50

Q8:  As a risk reducer to equities can I use T-Bills and money market funds rather than any kind of bonds. 37:35