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Jill on Money with Jill Schlesinger

Roth Conversions, How Much and How Fast?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 16 January 2025

⏱️ 22 minutes

🧾️ Download transcript

Summary

With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do and how fast should we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0

Real estate, it's been a cornerstone of wealth building for generations, but it's also often a

0:04.8

major headache for investors. 3 a.m. maintenance calls tenant disputes property taxes. Enter the

0:11.4

Fundrise flagship real estate fund, a $1.1 billion real estate portfolio built for you. We're talking

0:18.6

more than 4,000 single-family homes in thriving Sunbelt communities,

0:23.5

3.3 million square feet of in-demand industrial facilities, all professionally managed by an

0:30.3

experienced team. With the flagship fund, you're tapping into real estate's most attractive

0:35.5

qualities, long-term appreciation potential,

0:38.8

a hedge against inflation, diversification beyond the stock market.

0:43.0

Check, check, check.

0:44.8

All without complex paperwork, massive down payments, or sole-sucking landlord duties.

0:50.5

Visit funrise.com slash Jill on Money to explore the portfolio.

0:54.9

Check out historical returns and see just how easy it can be to add real estate to your investing strategy.

1:01.6

Carefully consider the investment objectives, risks, charges, and expenses of the Fundrise Flagship Fund before investing.

1:09.4

This and other information can be found in the fund's

1:11.8

prospectus at fundrise.com slash flagship. This is a paid advertisement. This episode is brought to you

1:19.0

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1:24.7

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1:28.5

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1:33.1

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1:36.9

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Visit your local hub or call their UK-based specialist business centre.

1:43.6

Curry's Business, powering your business in 2025.

...

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