tag income tax benefits 
Barry Ritholtz
JULY 11, 2023
What you tend to see is as people earn more and have more and more savings, somebody said to me anecdotally, if you have sort of three years’ worth of savings of your income, that’s when you start to look for advice. I could do my own taxes. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes.
CFO News Room
NOVEMBER 1, 2022
Hey, by the way, here’s the tax consequences. Or even sometimes people just get confused between taxes, and attorneys, and financial planners. ” And then I can just write back another note and say, “No, it sounds like more they’re looking for a tax attorney. Go rebalance this. ” All of that stuff.
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Barry Ritholtz
APRIL 25, 2023
They put in a preferred income — RITHOLTZ: Right. We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? Like I want to give them the benefit of the doubt.
Barry Ritholtz
APRIL 2, 2024
00:14:01 [Speaker Changed] And, and when people do the comparison, alright, you’re paying a lot more taxes there. 00:16:54 [Speaker Changed] Well, it’s not just income inequality, it’s inequality in many spaces. Ultimately in Canada and the uk you’re paying for that through higher taxes. Huge burden.
Barry Ritholtz
NOVEMBER 15, 2022
And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. RITHOLTZ: Right.
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