At The Money: Tax Management for Investors
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 31 December 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, and much more. And, in 2025, many of the rules have changed!
Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very specific steps investors can take to better manage their taxes.
Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.
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Transcript
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| 1:00.4 | I'm Caroline Hyde in New York. |
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| 1:04.0 | Subscribe today wherever you get your podcasts. |
| 1:07.9 | One, two, three, four, one, two. |
| 1:11.6 | Let me tell you how it will be. |
| 1:18.6 | There's one for you, nineteen for me. |
| 1:26.6 | Because I'm the tax man. |
| 1:30.3 | Yeah, I'm the taxman. |
| 1:34.3 | Hey, it's early to be thinking about taxes. |
| 1:38.3 | April is only a few months away, but you have questions and we have answers. Let's discuss how you can reduce |
| 1:47.1 | or defer your taxes over the long haul. I'm Barry Riddholtz and on today's edition of At |
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