The Smartest Tax Moves | Jill on Money
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- Опубликовано: 8 мар 2024
- On this episode of Jill on Money, Jill Schlesinger and Mark Talercio sit down with Ed Slott to discuss our favorite subject, taxes! If you'd like to submit a question for Jill on Money, visit: www.jillonmoney.com/contact.
Jill is an Emmy and Gracie Award winning Business Analyst for CBS News and host of the Jill on Money podcast. For more, check out: www.jillonmoney.com.
For more from Ed, check out: irahelp.com/
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“Jill on Money” is a publication by Jill Schlesinger, the content creator. Jill Schlesigner is not an employee of Ritholtz Wealth Management. This podcast is for informational purposes only and should not be relied upon for investment decisions. Investing involves the risk of loss. Nothing in this podcast should be construed as a solicitation of an offer to buy or hold, an interest in any investment product.
The opinions expressed in this video are those of Jill Schlesinger and her guests. They do not purport to reflect the opinions or views of Ritholtz Wealth Management or its employees. Any recommendations or presentation of material therein do not imply the expression of any opinion whatsoever on the part of Ritholtz Wealth Management concerning the suitability or reliance on any financial topics discussed. The Compound and Friends is hosting “Jill on Money” videos for purposes of distribution for Jill Schlesinger through The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management. The Compound Media, Incorporated from time to time, generates advertising revenues on its media channels and has agreements in place to share those revenues with content creators. Ritholtz Wealth Management is not a client or investor with Jill Schlesinger. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.
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All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.
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Great presentation! Thanks Jill, Mark and Ed and everyone behind the cameras at The Compound.
Glad you enjoyed it!
This is straight up marvelous, what a guest! 👏
So glad you teamed up with The Compound.
This one was wonderful, and I can hardly wait for the second episode.
Great show. One detail not mentioned about HSAs, which sadly I learned recently as my birthday is approaching - when you turn 65 and sign up for Medicare, you can no longer contribute to (or get the deduction for contributing to) your HSA. It's been a great savings vehicle while it lasted!
Fantastic we need more tax talk
How can we a copy of the charts? Love it!
i am so grateful my head is out of the sand and I found YOU! love the podcast , Jill , Mark and ED on the compound. thank you, thank you
One of the most powerful features of a HSA is that you can keep receipts of healthcare related expenses for future withdrawals, so you can pay for expenses today with money outside of your HSA and continue to allow it to grow tax free and withdrawal in the future still tax free. And yeah, having it sit in cash is a waste of this advantage. Some brokerages have HSAs with a lot of other investment options, Stocks, ETFs, Options, etc.
Great episode!!🎉
Nice to finally see Mark's!!
Looking forward to the next episode!
One other benefit to the HSA, if you contribute through your paycheck you also don't pay FICA taxes. Quadruple tax advantaged!
I love this show. Thanks for the great content!
This was an amazing episode that everyone should bookmark and share with friends & family! Jill I've heard you mention Ed's name many times, but never connected the dots that I had seen him on other shows.
Providing tons of value! Thank you
Make sure you do eventually use those HSA dollars. Once you and your spouse pass away the balance becomes taxable immediately to your beneficiaries
Such an informative episode and Ed was amazing atexplaining everything
Thanks Ed, the Roth/529 is not such a gimme as advertised.
Great info - thanks!!
Great show!
Thank you!
Great advices from Ed. I have 401k at employer (IBM). IBM has decided to not do a matching contribution instead they are depositing in a pension plan. Can I contribute to IRA instead of contributing to IBM 401k?
If I extend my return to October will I be able to contribute to my 2023 IRA up to October?
Good video.
🎉🎉🎉🎉❤
Can anyone explain the Roth 401k. Nevermind asked before he explained.
With Roth conversion, don't you have to wait 5 years to touch money?
Why does Jill keep groping Mark?
It’s not 15% rate on SHORT TERM capital gains on the Invidia stock 100k profit. It will be taxed like income.
I don’t know how they missed that. $200k income and you don’t mention how long you held nvda. What clueless presenter
@@no9254me she tried to set him up with the income level but he completely missed the question. Never sell stocks in under a year of ownership, taxes are way too high
She said in the example that they bought the stock “in the beginning of last year,” so that is longer than a year. I think they did that to make the example long term capital gains.
Great show 🎉 look forward to part 2!
Best guest ever on JOM 🎉