On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►03:09 - Real estate vs. bonds vs. stocks.
►07:36 - When to take profits.
►13:18 - Lump sum investments into an index fund.
►17:52 - Transferring IRA balance.
►22:45 - Backdoor roth conversions.
Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
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