In a session led by Jim Dahle, Dana Anspach, Rick Ferri, Mary Beth Franklin, Paul Merriman and Wade Pfau field questions on social security, real estate, factor investing and retirement tax planning.
Chapters:
0:24 Market Timing
2:20 Investing in a Roth IRA
4:40 Social Security case study for a married a couple
5:12 How Much Cash to Hold in Retirement
7:53 Cybersecurity
9:20 Roth Conversions & IRMAA
11:18 Waiting until age 70 to Claim Social Security
12:29 How Much to Invest in Direct Real Estate
12:57 How to Make a Tax Map
14:12 Social Security Trust Fund Solvency
15:25 Deferred Income Annuity
Recorded on October 13, 2023.
Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at boglecenter.net/bogleheads-un.... Slides and transcripts are also available.
The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.net/2023conference/
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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.
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