AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Intro
This chapter explores portfolio strategies for individuals looking to retire in their 50s, addressing audience questions about AI for tax advice, dividends, and capital gains timing. It emphasizes tax efficiency and provides practical insights for achieving early retirement goals.
On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!
Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!
The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt
Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe
š„ Watch this episode on YouTube: https://youtube.com/live/cr90VJkHvFA
š Check out The Compound shop: https://www.idontshop.com
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode