Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.
Tax Planning
Bogleheads® Live 17: Steven Fox on taxes for millennials
Steven Fox answers questions on taxes for millennials.
Bogleheads® Live 16: Ted Randall on taxes on mutual funds
Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.
Bogleheads® Live 15: Jorge Soriano on reviewing annuities
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.
Bogleheads® Live ep. 11: #FIRE Taxes; Tax Planning for Early Retirees
Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.
Bogleheads® Live ep. 9: Mike Piper on Social Security
Mike Piper, CPA answers questions from the Bogleheads ® on Social Security, investing, and more.