W I L L I A M   S W E E T

whois

CFO @ Ritholtz

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

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