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How Do You Minimize Taxes in Retirement? | Portfolio Rescue


On episode 42 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and Tax Specialist Bill Sweet to discuss downgrading to one income, prepaying for college, optimizing unrealized capital losses, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►04:28 - Downgrading to one income. ►09:08 - Prepaying for college. ►12:58 - Save or invest inherited money. ►20:49 - Investing during retirement. ►24:45 - optimizing unrealized capital losses. ►28:36 - Setting aside IRA contributions. Thanks to Innovator for sponsoring this episode! Visit to learn more about their ETF offerings. Check out The Compound shop: Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Facebook: Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here: #thecompound #personalfinance #investing...(read more)


LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
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