Ask The Compound cover image

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

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.

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