Bill Artzerounian

Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, shares expert insights on year-end tax strategies. He emphasizes the importance of proactive planning to seize opportunities from recent tax law changes. Common mistakes investors make are discussed, alongside crucial moves for high earners, including charitable giving and smart timing for equity compensation. Bill also explains the implications of new catch-up contribution rules and highlights effective strategies like tax-loss harvesting to optimize your financial future.

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.