On episode 28 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax expert Bill Sweet! Submit your questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►0:2:58 - Are ETF's/Index Funds safer compared to individual stocks?
►08:51 - The data against crypto being an inflation hedge has been mounting for over a year now. Can we finally put the argument to bed and call it a myth?
►14:21 - Could you please explain how capital gains affects your AGI and taxable income?
►19:01 - How does an individual investor get more money into their IRA accounts if they've already made their contribution for the year?
►22:41 - Direct indexing and its benefits versus passive indexing in a taxable account.
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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:
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