• Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions

  • Jan 26 2025
  • Length: 21 mins
  • Podcast

Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions

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  • Summary

  • In this episode, we answer questions regarding whether it ever makes sense to have a portfolio with only equities if equities truly outpace other investment classes over the long run, and clarification on the tax code while making a decision on a Roth conversion versus taking more from an inherited IRA. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!

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