How to Manage Your Money When Retiring Early

Sep 25, 2024

Bill Sweet, CFO and Head of the Tax team at Ritholtz Wealth Management, shares his expertise on retirement income planning. Discover strategies for effectively managing finances in early retirement while addressing the complexities of taxes, especially for married couples. Learn about the significance of dividend reinvestment and the need for flexible withdrawal approaches to adapt to market changes. Bill also discusses tax-efficient solutions for selling property and the risks of focusing solely on dividend income in volatile markets.

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Intro

00:00 • 2min

Navigating Retirement Finances

01:35 • 16min

The Power of Dividend Reinvestment and Flexible Withdrawal Strategies

17:47 • 4min

Navigating Dividend Strategies and Family Sale Tax Planning

22:11 • 5min

Navigating Taxes in Early Retirement

26:56 • 9min

On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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