Bogleheads® Conference 2023 - Dana Anspach & Jon Luskin on Planning for Retirement
6.1 هزار بار بازدید -
8 ماه پیش
-
Jon Luskin interviews Dana Anspach
Jon Luskin interviews Dana Anspach about actionable advice for those planning retirement: asset allocation, bond ladders, annuities, and more.
Chapters:
0:00 Introductions
0:54 Tax mitigation strategies
3:12 Roth conversion planning
5:11 "Age in bonds" rule as opposed to asset/liability matching
7:43 Alternative assets
10:23 Proper plannign as a way to give more
11:55 Is a Vanguard target-date fund adequate for a retirement portfolio?
14:29 Story time! (Largest financial mistakes Dana has seen.)
16:56 Concentrated stock positions
18:30 Asset allocation for a retiree not spending from savings
21:33 Dana's own retirement plan
24:55 Resources for researching annuities
26:51 MLPs in a retirement portfolio
28:28 Portfolio simplification: rip off the band-aid?
29:40 Best strategy for mitigating capital gains on highly appreciated stock
31:40 SPIA vs deferred annuity
33:43 Discussing assets with adult children
35:55 Bond ladders
37:24 Pros and cons of 401(k) rollover
40:22 What to do with stock with large capital loss
41:38 How to balance taxable/tax-deferred/Roth
43:02 Diversifying across multiple brokerage firms
44:23 Tax planning for premium tax credit
Recorded on October 14, 2023.
The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/
Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at https://boglecenter.net/bogleheads-un.... Slides and transcripts are also available.
The John C. Bogle Center for Financial Literacy (https://boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
Bogleheads.org:
Bogleheads Website Home Page: https://www.bogleheads.org/index.php
Bogleheads Forum: https://www.bogleheads.org/forum/inde...
Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_...
Bogleheads Blog: https://www.bogleheads.org/blog/
Investors can get started here: https://www.bogleheads.org/wiki/Getti...
Social media:
Bogleheads on Facebook: Facebook: Bogleheads
Bogleheads on Twitter: Twitter: bogleheads
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
Chapters:
0:00 Introductions
0:54 Tax mitigation strategies
3:12 Roth conversion planning
5:11 "Age in bonds" rule as opposed to asset/liability matching
7:43 Alternative assets
10:23 Proper plannign as a way to give more
11:55 Is a Vanguard target-date fund adequate for a retirement portfolio?
14:29 Story time! (Largest financial mistakes Dana has seen.)
16:56 Concentrated stock positions
18:30 Asset allocation for a retiree not spending from savings
21:33 Dana's own retirement plan
24:55 Resources for researching annuities
26:51 MLPs in a retirement portfolio
28:28 Portfolio simplification: rip off the band-aid?
29:40 Best strategy for mitigating capital gains on highly appreciated stock
31:40 SPIA vs deferred annuity
33:43 Discussing assets with adult children
35:55 Bond ladders
37:24 Pros and cons of 401(k) rollover
40:22 What to do with stock with large capital loss
41:38 How to balance taxable/tax-deferred/Roth
43:02 Diversifying across multiple brokerage firms
44:23 Tax planning for premium tax credit
Recorded on October 14, 2023.
The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/
Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at https://boglecenter.net/bogleheads-un.... Slides and transcripts are also available.
The John C. Bogle Center for Financial Literacy (https://boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
Bogleheads.org:
Bogleheads Website Home Page: https://www.bogleheads.org/index.php
Bogleheads Forum: https://www.bogleheads.org/forum/inde...
Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_...
Bogleheads Blog: https://www.bogleheads.org/blog/
Investors can get started here: https://www.bogleheads.org/wiki/Getti...
Social media:
Bogleheads on Facebook: Facebook: Bogleheads
Bogleheads on Twitter: Twitter: bogleheads
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
8 ماه پیش
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