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Investing Blog Roundup: Morningstar Podcast Guest

Christine Benz and Jeff Ptak of Morningstar recently hosted me as a guest on their podcast, The Long View. We discussed a range of topics, from Social Security planning, to tax planning, to asset allocation. You can listen at the link below. I hope you enjoy it.

Recommended Reading

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Investing Blog Roundup: Tracking Roth IRA Basis — Save Your Form 5498!

Recently I’ve received emails from a few different readers on the topic of tracking basis in a Roth IRA. That is, with a Roth IRA, you can remove contributions tax-free and penalty-free at any time, but how do you know (and how can you prove to the IRS) how much you have contributed over the years?

The easiest answer is to keep the Form 5498 that the brokerage firm sends you every year. It reports all the contributions and conversions for the year in question.

Recommended Reading

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Investing Blog Roundup: “Cookie Cutter Retirement Plan” Presentation

As I mentioned a couple of weeks ago, I recently gave a presentation for the Detroit and Minnesota Bogleheads groups about the “Cookie-Cutter Retirement Plan” concept.

Here is the link to the Zoom recording.

The organizer accidentally forgot to start recording until a few minutes into the presentation. (She had a lot going on, as she was also in charge of admitting people into the meeting from the waiting room, as well as administering a poll regarding the makeup of the audience.) But none of the important information was cut off.

Essentially all you miss is me explaining that I hope you can use the material either as:

  1. A sort of rough-draft plan for your own retirement planning — with adjustments then made as needed based on your personal circumstances, or
  2. As material to draw from whenever friends or family ask for input about any of the topics covered.

Other Recommended Reading

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Investing Blog Roundup: Upcoming Bogleheads Event

Next Saturday (3/27), I’ll be giving a presentation for the Detroit and Minnesota Bogleheads groups. But, since it’s via Zoom, anybody is welcome. The topic will be the “Cookie-Cutter Retirement Plan” concept. It will be from 10:30am – 12:30pm (ET), which will include plenty of time for questions/discussion.

If you’re interested, you can find the details on the Bogleheads event calendar page.

Recommended Reading

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Investing Blog Roundup: How Do Women Really Invest?

This week Christine Benz took a deeper look at the assertion that women invest more conservatively than men do. It turns out, it’s not so clear-cut — and to the extent that there are differences, they don’t appear to be the result of gender-related risk preferences.

Other Recommended Reading

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Investing Blog Roundup: Remembering Dirk Cotton

I recently learned that retirement writer/researcher Dirk Cotton passed away late last month.

Through his blog, Retirement Cafe, Cotton taught me quite a bit over the years. I never had the chance to meet him in person, but in our email correspondence he was always very kind.

Many of Dirk’s articles have been included in roundups here on this blog, but today I just wanted to (re)share a few of my favorites. I hope you enjoy them.

Other Recommended Reading

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