On episode 50 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by CFP and Tax Specialist Bill Sweet, to discuss if or when to lower your contributions to a 401k, how to plan for future tax rates, the wash sale rule, and much more! Submit your Portfolio Rescue questions to [email protected]!

This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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