Opportunity Zone Tax Deadlines, Smart RMD Strategies & SpaceX's Record IPO (6/13/2026)
About this episode
The episode discusses SpaceX's record IPO and its implications for investors, along with tax planning strategies related to Opportunity Zones and retirement accounts.
SpaceX officially went public, raising a record $75 billion and becoming the largest IPO in history—and Jeremiah Bates and Nick Daniels spend the first hour breaking down what that means for investors, how IPOs work, whether buying newly public companies makes sense, and how many investors may gain exposure through index funds and retirement accounts. The conversation then shifts to a major tax planning issue approaching at the end of 2026: Qualified Opportunity Zone (QOZ) investments. The guys explain why deferred gains from these investments are becoming taxable, the planning opportunities available before the deadline, and what investors should be doing now to prepare. The show also covers donor-advised funds, highly appreciated stock strategies, the differences between flat-fee planning and traditional asset management, and practical retirement tax planning topics including required minimum distributions (RMDs), qualified charitable distributions (QCDs), Roth conversions, and Medicare-related planning opportunities. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels ————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors…
People in this episode
Hosts: Jeremiah Bates, Nick Daniels
Topics covered
- SpaceX IPO
- Opportunity Zone investments
- tax planning
- retirement strategies
- investment exposure
- donor-advised funds
- RMD strategies
Keywords
- SpaceX
- IPO
- Opportunity Zone
- tax planning
- RMD
- investment strategies
- donor-advised funds
- retirement accounts
Sponsors
Ataraxis PEO, Tree City Advisors of Apollon, Apollon Wealth Management
Mentioned in this episode
Organizations: SpaceX
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