DiscoverWhite Coat Investor Podcast187: How Much Should You Put in a Roth?
187: How Much Should You Put in a Roth?

187: How Much Should You Put in a Roth?

Update: 2020-12-03
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Is there a recommended percentage of your portfolio that should be in Roth accounts when you retire? We are asked this question a lot. People think there must be an optimal mix. Is there? And is it worth the cost to get to it? These questions are discussed in this episode. There is a general rule of when to make pre-tax vs post-tax retirement contributions as well as when are good times to do Roth conversions. Listen to this show to better understand those as well.

We also dive into listener questions about paying off the mortgage vs investing in a taxable account, understanding how to max out your 401(k), cash balance plans, investing in farmland, over contributing to your HSA, rebalancing your portfolio between accounts, investing in annuities, and the complications of sharing assets with extended family members. A wide variety of listener questions this week that will hopefully be helpful to many. 

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187: How Much Should You Put in a Roth?

187: How Much Should You Put in a Roth?

Dr. Jim Dahle of the White Coat Investor