Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts
About this episode
Cody Garrett and Sean Mullaney discuss various aspects of year-end tax planning and related topics.
Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast.
More episodes of Bogleheads On Investing Podcast
- Episode 93, Why Retirees Should Own More Stocks from Blackrock's Head of ETFs
- Episode 92, Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb
- Episode 91, How Couples Build Financial Partnership with Heather and Douglas Boneparth
- Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host
- Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host
- Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
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