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