Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

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.

• • •

Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Bogleheads® on Investing #87: Ed Slott, CPA

2026 Premium Tax Credit Update

Bogleheads® YouTube

Bogleheads® Live with Sean Mullaney: Episode 40

Bogleheads on Investing with Cody Garrett: Episode 61

• • •

The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Jon and the Bogleheads® on Investing podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

Avsnitt(92)

Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

In this episode of the Bogleheads® on Investing podcast, guest Bill Bengen — creator of the famous 4% Rule — joins us to discuss what's changed in retirement spending research and how his new book, "A...

29 Mars 44min

How Couples Build Financial Partnership with Heather and Douglas Boneparth

How Couples Build Financial Partnership with Heather and Douglas Boneparth

Heather and Douglas Boneparth dive into practical strategies for couples managing money together, covering crucial topics for both engaged partners and non-financial spouses. They discuss engaging the...

23 Feb 49min

Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Perryne Desai, CFA, is the Head of Index Fixed Income Product at Vanguard, responsible for overseeing the strategy and expansion of Vanguard's fixed-income exchange-traded funds (ETFs) and related pro...

22 Jan 52min

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the...

28 Nov 20251h

Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin

Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin

Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and n...

5 Okt 202540min

Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri

Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri

Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as th...

28 Sep 202559min

Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax ...

15 Aug 202555min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
rss-svart-marknad
avanzapodden
borsmorgon
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
tabberaset
svd-tech-brief
fill-or-kill
lastbilspodden
24fragor
rss-inga-dumma-fragor-om-pengar
rss-veckans-trade
kapitalet-en-podd-om-ekonomi