Mike Piper: bequest planning

Bogleheads® Live

Chapters
2:33
What is bequest location & bequest allocation?
22:09
Tax-efficient spending
26:26
Bonus Social Security question
Bogleheads® Live
Mike Piper: bequest planning
Oct 03, 2022 Episode 23
Mike Piper

Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.

Show Notes

  • Mike Piper
  • Oblivious Investor: Bequest Allocation and Bequest Location
  • Bogleheads® Live with Mike Piper: Episode 9
  • Tax-Efficient Spending Strategies From Retirement Portfolios
  • Open Social Security
  • Social Security Made Simple
  • John C. Bogle Center for Financial Literacy
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