Bogleheads® 2022 Conference – Mike Piper- Social Security, Tax Planning Before and During Retirement
Channel: Bogleheads
Date: 09/12/2022

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: https://boglecenter.net/wp-content/uploads/social-security-and-tax-planning-before-and-during-retirement-v2.pdf

The complete Bogleheads Conference proceedings can be found at https://boglecenter.net/2022conference/

A ten-part YouTube course on the Bogleheads investing principles can be found at https://boglecenter.net/bogleheads-university/. Slides and transcripts are available.

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