The Ideal Percentage to Invest in Traditional, Roth and Taxable Accounts

Is there an ideal percentage to put in traditional, Roth, and taxable accounts? The sponsor of today's video is New Retirement: https://go.robberger.com/new-retirement/yt-traditional-roth-ratio

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

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Video Resources
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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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