SOUND INVESTING PODCAST

9/4/2024

https://anchor.fm/s/10bb8090/podcast/play/91286583/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-8-4%2Ffb1c773f-948d-2213-6669-022842872485.mp3 Paul Merriman
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Show Notes

About This Episode


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

/dca-vs-lump-sum-not-trusting-scv-maximizing-roth-moving-from-ultimate-bh-to-smaller-portfolio-and-mo