On episode 78 of Ask The Compound, Ben Carlson and Duncan Hill are joined by ATC’s all-time leader in appearances - Bill Sweet, to discuss timing your asset reallocations, pros and cons to rebalancing, inter-family asset transfer tax consequences, retirement tax planning, and much more! Submit your Ask The Compound questions to [email protected]!

Thanks to Foundation Source for sponsoring this episode. Go to https://info.foundationsource.com/xm-philanthropic-personality to see what segment best describes your goals and how Foundation Source can help.

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