Tax and Social Security expert Mike Piper covers Bogleheads Principle #8: Minimize Taxes. He shares key ways to minimize investment-related taxes, including maximizing contributions to tax-sheltered accounts, investing tax-efficiently within taxable accounts, and paying attention to “asset location.”
This session was part of Bogleheads University on the first day of the Bogleheads conference in Oct. 2022.
Recorded on October 12, 2022.
Slides:
The complete Bogleheads Conference proceedings can be found at
A ten-part YouTube course on the Bogleheads investing principles can be found at Slides and transcripts are available.
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