#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!

Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 )

His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 )

Whether or not it's practical to implement a bucketing strategy ( 23:38 )

Considerations to put into a will when there is a beneficiary who may be contentious or difficult to deal with ( 34:18 )

Estate size exemptions and considerations for spouses splitting up accounts ( 42:55 )

Annualizing income on Form 2210 when making estimated payments and income earned or recognized is lumpy or uneven throughout the year ( 48:37 )

The "Kiddie Tax" and when it applies ( 54:27 )