Bill Artseronian

Bill Artseronian, Director of Tax Services at Ritholtz Wealth Management, dives into the complexities of tax management for investors. He discusses essential strategies like asset location and the benefits of tax diversification. Bill elaborates on the mega backdoor Roth, clarifying how to convert pre-tax funds and avoid tax traps in equity compensation. He also highlights tools for reducing taxes on significant gains and the implications of recent 2025 tax law changes for strategic planning. Timing income and deductions is key to maximizing savings!