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Mike Piper: bequest planning
Manage episode 342926232 series 3346325
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.
Show Notes
- Mike Piper
- Oblivious Investor: Bequest Allocation and Bequest Location
- Bogleheads® Live with Mike Piper: Episode 9
- Tax-Efficient Spending Strategies From Retirement Portfolios
- Open Social Security
- Social Security Made Simple
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Bab
1. Mike Piper: bequest planning (00:00:00)
2. What is bequest location & bequest allocation? (00:02:33)
3. Tax-efficient spending (00:22:09)
4. Bonus Social Security question (00:26:26)
45 episod
Manage episode 342926232 series 3346325
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.
Show Notes
- Mike Piper
- Oblivious Investor: Bequest Allocation and Bequest Location
- Bogleheads® Live with Mike Piper: Episode 9
- Tax-Efficient Spending Strategies From Retirement Portfolios
- Open Social Security
- Social Security Made Simple
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Bab
1. Mike Piper: bequest planning (00:00:00)
2. What is bequest location & bequest allocation? (00:02:33)
3. Tax-efficient spending (00:22:09)
4. Bonus Social Security question (00:26:26)
45 episod
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