How Will the Election Impact Your Taxes?

Nov 6, 2024

Bill Artzerounian, CFP, CPA, and Director of Tax Services at Ritholtz Wealth Management, shares his insights on how elections can shape tax policy and economic outlooks. He discusses the potential tax implications of different candidates and the importance of adapting strategies for changing environments. The conversation dives into optimizing Roth contributions as retirement approaches and the broader economic impacts of presidential elections, including market reactions and the significance of strategic financial planning during uncertain times.

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Intro

00:00 • 2min

Economic Impact of Presidential Elections

01:59 • 16min

Navigating Retirement Taxes and Wealth Transfer Implications

17:38 • 5min

Impact of Political Change on IRS Functionality and Tax Strategies

22:10 • 2min

Maximizing Roth Contributions Before Retirement

23:48 • 4min

On episode 148 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, a CFP, CPA, and Director of Tax Services at Ritholtz Wealth Management to discuss which candidate is more likely to cause economic strife, how to prepare for changing tax environments, optimizing for tax-advantaged retirement contributions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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