W I L L I A M   S W E E T

whois

CFO @ Ritholtz

on Ask The Compound on May 27th

Should we cut taxes on the bottom 50% ?
The 4% rule for both pre- and post-tax accounts

Dynasty 529s: Who Shot JR?

on Ask The Compound on May 13th

Duncan's full mane of hair, flowing freely

Does VAT mean a double-tax on IRA distributions?

Tax Location Without Representation

on Ask The Compound on April 8th

Filing your Tax Return with AI
Wackiest Tax Deductions
The Ritholtz Offensive Line

on Ask The Compound on March 4th

Taking Capital Gains to Fund a Mega Roth
Earning Box Spread Interest
Funding My Own 529

on Ask The Compound on January 7th

Going Full Roth
Is Margin A Good Idea?
Box Spreads to Borrow

on Ask The Compound on December 3rd

Episode 200!
Non-qualified Roth IRA distributions
95% of Gen Z contributions are Roth

on Ask The Compound on November 19th

Getting out of a concentrated position tax-free
Optimizing tax location
Is a HELOC the right choice

please subscribe @ The Compound

thank you