Traditional vs Roth IRA Rollover: Excel Analysis
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- čas přidán 31. 05. 2024
- In this comprehensive video, Ryan O'Connell, CFA, FRM, delves into the intricate differences between Traditional and Roth IRAs, focusing on the pivotal decision of whether to rollover from a Traditional IRA to a Roth IRA. The video, titled "Traditional vs Roth IRA Rollover: Excel Analysis," offers a detailed, Excel-based breakdown of each IRA type, making complex financial concepts accessible and understandable. Beginning with an introduction to the basics of Traditional and Roth IRAs, Ryan expertly guides viewers through an Excel model, demonstrating how to calculate potential tax implications, the impact of rollovers, and the long-term value of each IRA option. The video is an invaluable resource for anyone looking to make informed decisions about their retirement planning, particularly those considering a rollover.
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Chapters:
0:00 - Intro to Traditional Vs Roth IRA Rollover
2:15 - Declaring Inputs for IRA Excel Model
6:55 - Modeling a Traditional IRA in Excel
22:00 - Taxes on Traditional IRA
32:42 - Saving Excess Distributions in a Brokerage Account
37:17 - Inheritance for Traditional IRA
44:00 - Rollover Traditional IRA Into Roth IRA
48:14 - Taxes on Rollover Into Roth IRA
57:32 - Roth IRA Value Over Time
1:05:47 - Roth IRA Inheritance Value
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC
💾 Purchase the file created in this video here: ryanoconnellfinance.com/product/traditional-vs-roth-ira-rollover-excel-model/
👨💼 My Freelance Financial Modeling Services:
► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/
Thank you Sir! Great summary and practice!
Glad you enjoyed it! Its my pleasure
Hi connell,can you plz guide me about how to make covariance matrix for asymmetric returns for downside risk in excel?
I'm really stuck at this and have viva due tomorrow.😢
Just replied to your other comment :)
Bro can you plz tell me about how to calculate covariance matrix of asymmetric returns?
What do you mean by asymmetric returns? Does that just means returns from different assets? If so, you can follow the methodology in this video: czcams.com/video/XQS17YrZvEs/video.html
@@RyanOConnellCFA thanks for replying, i have seen that video, i am looking for covariance matrix for downside deviations? I have calculated the downside deviations taking average as a threshold, but don't know how to calculate covariance matrix for that.
I have calculated the covariance matrix 20 stocks, but that is for normal returns not for downside risk.
now be careful and not get hurt for undermining their position( people would charge for air nowadays(