June 11, 2025

How to Live Tax-Free in Retirement

How to Live Tax-Free in Retirement

On episode 175 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFO and Tax Specialist Bill Sweet to discuss downsides to 100% of assets in a Roth, making a career shift towards finance, the best savings options for kids, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!


This episode is sponsored by Public. Fund your account in five minutes or less and earn up to $10,000 when you transfer your investments over to Public by visiting: http://public.com/ATC


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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson 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 opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠


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