On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to [email protected]!
►00:00 - Intro ►01:25 - Stock Market predictions for 2023. ►04:52 - Why higher inflation should be good for stocks. ►09:54 - offsetting capital gains. ►13:55 - Mutual funds to ETFs. ►17:25 - Changing asset allocation with increasing net worth. ►21:55 - Roth contributions. ►25:58 - What to look for in a CPA/Tax planner.
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