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.

People in this episode

Host: Jon Luskin

Guests: Cody Garrett, Sean Mullaney

Topics covered

• year-end tax planning
• tax moves
• Roth conversions
• asset tax location
• fear-based marketing

Keywords

• tax planning
• Roth conversions
• 2026 tax moves
• asset location
• financial planning

Mentioned in this episode

Organizations: Bogleheads

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