Is there an ideal percentage to put in traditional, Roth, and taxable accounts? The sponsor of today's video is New Retirement: In today's video, we'll look at whether there is an ideal percentage to invest in traditional, Roth, and taxable accounts. 0:00 Ideal Percentage Between Roth, traditional, taxable accounts 1:15 There is no ideal allocation 3:20 Rules of thumb 4:46 Roth conversion ladder 6:33 Other factors Join the newsletter: ———————————— Video Resources ———————————— New Retirement: Money Guys Show: ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): Personal Capital (Investment Tracking, retirement planning ): New Retirement (Retirement Planner): Stock Rover: M1 Finance $30 Bonus (IRA & Taxable Accounts): ———————————— Credit Cards & Banks ———————————— My Favorite Credit Cards: My Favorite Online Banks: ———————————— Popular Videos ———————————— 1️⃣ How to Create a 3-Fund Portfolio: 2️⃣ How I Manage
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)