Bogleheads On Investing Podcast cover image

Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin

Bogleheads On Investing Podcast

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Staying Safe Online and Roth Conversions in Retirement

This chapter discusses the importance of online safety and provides resources for planning Roth conversions in retirement. They explain the strategy of moving money into a Roth to minimize taxes and maximize estate benefits, and mention a Roth conversion explorer tool built in their platform. They also highlight the concept of a funded ratio as a measure of retirement preparedness and their efforts in implementing financial wellness metrics on their website.

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