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Do Roth conversions in early retirement increase your sequence of returns risk? Does it take decades before the cost of a Roth conversion can pay off? Are Roth conversions really nothing more than a big gamble? I'll cover these questions in today's video.

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In today's Five Question Friday (FQF) video, we look at these five questions:

1. What are the best financial tools for retirees?
2. What happens if my HSA balance exceeds my medical receipts?
3. Do dividends count toward my annual withdrawal rate?
4. Should the way we invest change when we retire?
5. Why does Warren Buffett think cash and bonds ...


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After recording this video, the S&P Dow Jones decided not to change its rules related to Megacap companies. As a result, SpaceX must wait at least a year to join the S&P 500 index, and maybe longer thanks to profitability requirement: https://www.youtube.com/live/PUhK1c0MSVQ

Resources:
CRSP Total US Market: https://www.crsp.org/crsp-market-inde...


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