Using Valuations to Time the Stock Market

Aug 29, 2024

Bill Sweet, a CFO and tax specialist, dives into using valuations for market timing and offers insights into optimizing retirement savings. He discusses the nuances of Roth vs. traditional accounts, addressing the complexities of asset allocation. Bill sheds light on tax implications for U.S. citizens retiring abroad, emphasizing the need for professional guidance. The conversation includes lighthearted anecdotes about retirement dreams and navigating finances after loss, making for an engaging and informative dialogue.

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Intro

00:00 • 2min

Navigating Asset Allocation and Market Timing

01:52 • 7min

Navigating Retirement Accounts

09:13 • 19min

Navigating Finances After Loss and Retirement Abroad: Tax Implications Explored

28:03 • 5min

Retirement Dreams and Weekend Plans

33:25 • 3min

On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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