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:

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Bogleheads® 2022 Conference – Mike Piper: Social Security, Tax Planning Before and During Retirement

The Bogleheads® community is eagerly anticipating the upcoming Bogleheads® 2022 Conference, to be held from September 28th to October 1st in Charleston, South Carolina. One of the speakers who will grace the event with his insights and expertise is Mike Piper, a well-known author, blogger, and podcaster.

Mike Piper is the author of several critically acclaimed financial books, including “Social Security Made Simple” and “Taxes Made Simple.” His writing style is known for its simplicity and ability to break down complex financial concepts into easily understandable language. Piper’s work has helped countless individuals gain a better understanding of personal finance, particularly in relation to Social Security and taxation.

In his presentation at the conference, Mike Piper will focus on two crucial aspects of financial planning: Social Security and tax planning. These topics are of great importance to individuals planning for retirement, as they can significantly impact their future financial well-being.

Social Security is a key component of retirement income for many individuals, yet it is often misunderstood or misinterpreted. Mike Piper will shed light on how Social Security benefits are calculated and when might be the best time to start taking them. He will also discuss strategies for maximizing Social Security benefits and how to navigate the various claiming options available.

In addition to Social Security, Piper will delve into the intricacies of tax planning both before and during retirement. Taxes can have a significant impact on retirement savings and income, and understanding the rules and strategies surrounding taxation is crucial for optimizing financial outcomes. Piper will provide insights on how to minimize tax liabilities and take advantage of tax-efficient investment strategies.

The Bogleheads® community holds these topics in high regard, as the conference attendees are largely fans of the late John C. Bogle, the founder of Vanguard and a strong advocate for low-cost index investing. Bogleheads® are dedicated to the principles of low-cost investing, simplicity, and long-term wealth accumulation.

Mike Piper’s expertise in simplifying complex financial concepts aligns perfectly with the philosophy of the Bogleheads® community. His presentations will undoubtedly provide attendees with valuable insights and actionable strategies for optimizing their Social Security benefits and minimizing their tax burdens.

The Bogleheads® 2022 Conference promises to be a gathering of like-minded individuals passionate about personal finance and investing. With a diverse lineup of esteemed speakers and a focus on education and sharing knowledge, attendees are sure to leave the event with a wealth of information and a renewed sense of confidence in their financial futures.

Whether you are a long-time Bogleheads® enthusiast or new to the community, the Bogleheads® 2022 Conference is an event not to be missed. Attending Mike Piper’s presentation on Social Security and tax planning will equip you with valuable insights that can help shape your retirement strategy and ensure a financially secure future.