Ask The Compound

How to Deploy Cash on the Sidelines

Jun 27, 2024

Guest Bill Sweet from Ritholtz Wealth Management discusses AI advisors, Roth account inheritance, future tax brackets in tax planning, Roth 401k tax treatments, and more on the podcast.

38:24

Episode guests

Bill Sweet

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Navigating capital gains tax harvesting within the 0% tax bracket for optimizing gains and limiting tax liabilities.

Analyzing historical market performance and viability of small cap investments, emphasizing the cyclical nature of market trends.

Deep dives

Roth IRA and Inheritance Tax Strategies

Strategically managing Roth IRA and inheriting funds, listeners questioned the tax implications. The focus was on navigating capital gains tax harvesting within the 0% tax bracket to optimize gains and limit tax liabilities, especially considering differing state tax laws and potential financial benefits.

Intro

2min

Exploring Small Cap and Micro Cap Premiums in Investment Choices

9min

Retirement Assets, Roth IRAs, and Financial Planning Strategies

16min

Navigating Capital Gains Tax Harvesting after an Inheritance

5min

Tax Implications, Holiday Rankings, and Independence Day Celebrations

4min

On episode 130 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss AI advisors, Roth account inheritance and tax treatments, considering future tax brackets when tax planning, Roth 401k tax treatments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to learn more!

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