Bogleheads® 2022 Conference – Bogleheads University - Principle 8: Minimize Taxes
Channel: Bogleheads
Date: 2022-12-09

Tax and Social Security expert Mike Piper covers Bogleheads Principle #8: Minimize Taxes. He shares key ways to minimize investment-related taxes, including maximizing contributions to tax-sheltered accounts, investing tax-efficiently within taxable accounts, and paying attention to "asset location."

This session was part of Bogleheads University on the first day of the Bogleheads conference in Oct. 2022.

Recorded on October 12, 2022.

Slides: https://boglecenter.net/wp-content/uploads/Bogleheads-University-Full-Slide-Deck-1.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.

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.

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