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Recent Posts:

• Personal Representative vs. Trustee: What’s the Difference?
• Investing Blog Roundup: 2023 Bogleheads Conference Registration is Open
• Asking the Wrong Questions
• Investing Blog Roundup: My Money Journey
• Contributions: When In Doubt, Go Roth (But Maybe Not for the Reason You Think)
• Investing Blog Roundup: Finding Harmony Between Work and Other Roles You Play
• Roth IRA Distributions After a Rollover from a Roth 401(k)
• Investing Blog Roundup: Why A Brokerage Account is Safe (without FDIC Insurance)
• Asset Location Fundamentals (Which Investments to Own in Which Account)
• Investing Blog Roundup: Evaluating Variable Spending Strategies
• New Book: More Than Enough
• Investing Blog Roundup: Retirement Spending Flexibility
• HSA Contributions: Effect on FICA Tax and Social Security Benefits
• Investing Blog Roundup: Treasury Interest from Mutual Funds and ETFs (Avoiding Unnecessary State Income Tax)
• Social Security and Safe Spending Rates
• Investing Blog Roundup: I Bond Interest Confusion
• What’s the Best Time of Year for a Roth Conversion?
• Investing Blog Roundup: Monte Carlo Simulations
• Financial Planning at an Early Stage: Is It Just Guessing?
• Investing Blog Roundup: SECURE Act 2.0
• My Experience with Check Fraud – And What You Can Learn From It
• Why Invest in Index Funds?
• Asset Allocation and Risk Tolerance
• Investing Blog Roundup: 2022 Bogleheads Conference Videos Now Available
• The 4 Effects of a Roth Conversion
• Investing Blog Roundup: Bogleheads on Investing Podcast (Estate Planning)
• How Do I Calculate My Income Tax Refund?
• Income Tax 101: Tax Brackets and Withholding
• Tax-Loss Harvesting
• Tax Deduction and Credits for College Expenses
• The Difference Between Exemptions, Deductions, and Credits
• Capital Gains and Losses: Short-Term and Long-Term
• Does This Count as Market Timing?
• Investing Blog Roundup: Are Target-Date Funds Good Investments?
• How I Actually Use Open Social Security
• Investing Blog Roundup: The 4% Rule (Actually 4.3%) with a TIPS Ladder
• 2023 Tax Brackets, Standard Deduction, and Other Changes
• New Book – After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
• Investing Blog Roundup: Bogleheads Conference and 2023 Social Security COLA
• Use Cash for a Roth IRA Contribution or Roth Conversion?
• Investing Blog Roundup: Can You Save Too Much in an HSA?
• What is Comprehensive Financial Planning?
• Investing Blog Roundup: Where to Find Prior Bogleheads Podcasts, Videos, Interviews, and More
• Calculator for Backtesting a Portfolio or Asset Allocation (Also Monte Carlo Simulations)
• Investing Blog Roundup: How Much Do Retirees Spend on Out-of-Pocket Health Care?
• Pension Choices: Lump Sum or Monthly Payment?
• Investing Blog Roundup: Inflation Reduction Act – Environmental Credits for Homeowners
• Why Do Advisors Recommend Complex Portfolios?
• Investing Blog Roundup: Two-Minute Financial Checkup
• The Third Reason to Use a Conservative Spending Rate in Retirement
• Investing Blog Roundup: Investors Do Well with “All-in-One” Funds
• Asset Allocation and Asset Location for LTC-Dedicated Dollars
• Investing Blog Roundup: “Bogleheads Live”
• Bequest Allocation and Bequest Location
• Investing Blog Roundup: Schwab to Pay $187 Million for Misleading Robo-Advisor Clients
• Do You Invest Your Money as Prudently as You Would Invest Somebody Else’s?
• Investing Blog Roundup: Help Wanted
• Social Security Statement Discrepancies Regarding Delayed Retirement Credits
• Investing Blog Roundup: Revised Publishing Schedule
• Politics and Personal Financial Planning
• Investing Blog Roundup: Jack Bogle, Rabble-Rouser
• How to Invest with a Looming Recession
• Investing Blog Roundup: 2022 Bogleheads Conference Tickets Available
• How Do State Taxes Affect Retirement Planning?
• Investing Blog Roundup: Preparing Family for Their Inheritance
• The Three Biggest Social Security Misconceptions
• Investing Blog Roundup: Investing and Life Lessons from Taylor Larimore
• Do You Need a Financial Planner?
• Investing Blog Roundup and A Favor Request (Social Security Made Simple)
• Accounting for Illiquid/Intangible Assets on Your Household Balance Sheet
• Investing Blog Roundup: Active Share, Not a Great Bet
• What’s the Point of a Donor-Advised Fund?
• Investing Blog Roundup: The One-Rollover-Per-Year Rule
• Which Spouse’s IRA Should We Spend From (or Convert)?
• Investing Blog Roundup: Social Security Survivor Benefits Expanded for Same-Sex Couples
• Qualified Charitable Distributions from an IRA with Basis
• Investing Blog Roundup: The Impact of Impact Investing
• Social Security Made Simple: 2022 Edition
• Investing Blog Roundup: How Do Household Finances Change After Children Leave?
• Professional Financial Advice: How Much Should You Pay?
• Deduction Bunching: Tax Planning Strategy for Charitable Giving
• Investing Blog Roundup: Happy New Year
• Tax Returns Necessary After Somebody’s Death
• Investing Blog Roundup: Advice-Only Financial Planning
• 10 Years with a One-Fund Portfolio
• Investing Blog Roundup: Tax Provisions in the Build Back Better Act
• International Allocation: Maximum and Minimum
• Qualified Charitable Distributions (QCDs): How do they work, and are they the best option for charitable giving?
• 2022 Tax Brackets, Standard Deduction, and Other Changes
• Medicare IRMAA Appeal (a.k.a. Request for Reconsideration)
• Investing Blog Roundup: Are Digital “Nudges” Investment Recommendations?
• Roth Conversion Analysis: Not Breakeven Analysis
• Investing Blog Roundup, Book Recommendation: Retirement Planning Guidebook by Wade Pfau
• Which Dollars to Spend First Every Year in Retirement
• Investing Blog Roundup: Pay Attention to Marginal Tax Rates and Not Tax Brackets
• Financial Advisor Licenses and Designations
• Investing Blog Roundup: Interviewing the Vanguard Total Stock Fund Manager
• Social Security Planning Approaches: Insurance Approach vs. Maximizing Expected Outcome
• Investing Blog Roundup: Morningstar Fund Fee Study
• Roth Conversion Rules FAQ