Got questions about Social Security and taxes in retirement? Author and blogger Mike Piper has answers. In this session, taped at the Bogleheads conference in Oct. 2022, he tackles when to file for Social Security, how to know whether to convert traditional IRA balances to Roth, and how to sequence withdrawals across multiple account types (traditional tax-deferred, Roth, and taxable) in an effort to reduce the drag of taxes in retirement.
Presented in the Pre-Retirees and Retirees breakout session. Recorded on October 13, 2022.
Slides: [ Ссылка ]
The complete Bogleheads Conference proceedings can be found at [ Ссылка ]
A ten-part YouTube course on the Bogleheads investing principles can be found at [ Ссылка ]. Slides and transcripts are available.
The John C. Bogle Center for Financial Literacy ([ Ссылка ]) is a non-profit organization dedicated to improving financial literacy.
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.
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