8/16/2023
About This Episode
Topic 3: Do you recommend converting traditional IRA funds to a Roth IRA using the back door Roth IRA strategy? Paul suggests reading: https://www.thebalancemoney.com/when-does-a-backdoor-roth-ira-make-sense-4153803 and various articles at The White Coat Investors: https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/. 14:30
Topic 4: What is the most important table on your website? Paul mentions tables at these pages: https://paulmerriman.com/ultimate-buy-and-hold-strategy/ , https://paulmerriman.com/portfolios-2023-updates/ (most important), https://paulmerriman.com/fine-tuning-your-asset-allocation/ , https://paulmerriman.com/fixed-contributions/ , https://paulmerriman.com/fixed-distributions-2023/ and https://paulmerriman.com/flexible-distributions-2023/. 18:25
Topic 5: Should a younger investor (20s, 30s, 40s) put TIPs as part of their fixed income or just stick to the Total Bond Market? 22:17
Topic 6: Can you discuss your recommendations for the bond portion of a portfolio? For example, how do you decide how much would go with the Worldwide 4 Fund Portfolio? 23:57Topic 7: Could there be a problem when small cap value funds get too large? 28:02 /how-will-investing-be-different-in-the-future-and-7-aaii-qas