Your Money, Your Wealth

Time to Dial Down Risk and Do a Roth Conversion? - 232

Jul 31, 2019 · 45 min · Episode 232 · 55.0 MB
0:00-45:34

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Jonathan Clements (founder, HumbleDollar.com, former Wall Street Journal personal finance writer) on portfolio rebalancing, reducing risk and doing a Roth conversion. Plus, Joe and Big Al answer your money questions: when is the best time to get into the market? When is the best time to retire? Can you start a Roth IRA for your Dad? And should you roll your 401(k) into a traditional or Roth IRA? Finally, some YMYW compliments and complaints. Transcript & show notes: http://bit.ly/YMYW-232