At The Money: Tax Management for Investors

In this edition of Bloomberg's "At The Money," host Barry Ritholtz interviews Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, about tax management strategies for investors. They discuss the importance of tax diversification across pre-tax, after-tax, and tax-free accounts, and delve into advanced strategies like the Super Roth or Mega Roth backdoor conversion. They also explore common tax traps related to equity compensation, such as RSUs, ISOs, and NSOs, and provide advice for individuals with concentrated stock positions in high-growth companies. The conversation further covers tax law changes, integrating tax planning with estate planning, and strategies for timing income and deductions to optimize tax efficiency over a lifetime.