How to Plan Roth Conversions

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

ETFRC.com has a fund overlap tool, which tells you how many duplicate holdings there are between two ETFs. ProjectionLab.com is a pretty amazing financial projection tool written by a 30 year old kid. The tax analytics in the plan view are super helpful when planning Roth conversions to optimize taxes.

In this episode we answer emails from Wesley, Mark and a different Mark. And an errant comment from his Dude-ness, Alexi. We discuss how municipal bond funds might be used in risk-parity style portfolios and how not, a couple of interesting newer financial planning calculators and the planning process I actually use instead to account for liquidity issues, asset allocations in accumulation when options are limited and the ins and outs of preferred shares funds like PFF. And then we goof off. Again.

Links:

Correlation Matrix with Municipal Bond Fund: Asset Correlations (portfoliovisualizer.com)

ETF Research Center Financial Tool: ETF Research Center (etfrc.com)

Projection Labs Financial Tool: ProjectionLab - Simulate your financial future and plan for financial independence.

Support the show