Mailbag: Bond Funds, Roth Conversions, Advanced FI Strategies, Solo 401k and Backdoor Roth

Mailbag: Bond Funds, Roth Conversions, Advanced FI Strategies, Solo 401k and Backdoor Roth

Published on Jul 21
1小时1分钟
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<p class="leading-relaxed">Brad and Rachael Camp tackle listener-submitted questions focusing on bonds, retirement strategies, pensions, and optimizing Roth IRA conversions. Rachael Camp, a Certified Financial Planner, sheds light on various financial independence (FI) strategies—discussing the impact of interest rate volatility on bond investments, the importance of tax planning during retirement, and navigating unexpected inheritances.</p> <h3 id="heading-timestamps-and-key-topics">Timestamps and Key Topics</h3> <ul class="list-disc pl-3"> <li class="leading-snug"><strong>00:01:10</strong> - Introduction to Bonds</li> <li class="leading-snug"><strong>00:03:15</strong> - Bonds vs. Bond Funds</li> <li class="leading-snug"><strong>00:24:07</strong> - Pension Strategies</li> <li class="leading-snug"><strong>00:27:29</strong> - Roth IRA Conversions</li> <li class="leading-snug"><strong>00:45:11</strong> - Handling Inheritance and Taxes</li> </ul> <h3 id="heading-key-insights">Key Insights...