Bogleheads® on Investing Podcast 067: Kaye Thomas on income taxes and how to lower them

If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation.
Kaye now spends his time as a writer, publisher, public speaker, and consultant on topics relating to taxation and investments. He has written several books, including Capital Gains…Minimum Taxes, Go Roth! A guide to the Roth IRA and other Roth accounts, and Consider Your Options, a plain language guide to company stock and stock option compensation plans. His website, Fairmark.com (fairmark.com/), provides free plain-language guidance on the taxation of investments, taxes in retirement, kids and taxes, taxes on stock-based compensation, and much more.
Hosted by Rick Ferri, CFA (rickferri.com/), a long-time Boglehead and investment adviser. Recorded on February 19, 2024.
This podcast is supported by the John C. Bogle Center for Financial Literacy (boglecenter.net/), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation (boglecenter.net/donate/) to the Bogle Center is appreciated.
Transcripts are available on the Bogle Center website: boglecenter.net/sponsorships-...
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
Bogleheads.org:
Bogleheads Website Home Page: www.bogleheads.org/index.php
Bogleheads Forum: www.bogleheads.org/forum/inde...
Bogleheads Wiki: www.bogleheads.org/wiki/Main_...
Bogleheads Blog: www.bogleheads.org/blog/
Investors can get started here: www.bogleheads.org/wiki/Getti...
Social media:
Bogleheads on Facebook: / bogleheads
Bogleheads on Twitter: / bogleheads
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.