The 40th episode of Bogleheads® Live is now available as a podcast.
The John C. Bogle Center for Financial Literacy is pleased to sponsor the 40th episode of Bogleheads Live with Sean Mullaney.
In this podcast, Sean- FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.
https://boglecenter.net/bogleheads-live ... pisode-40/
All past episodes
https://boglecenter.net/category/bogleheads-live/
You can also find it listed on Apple, Google, Spotify, Amazon Music, and pretty much everywhere.
To join our live events - with the chance to ask your question to the week's guests - follow the John C. Bogle Center for Financial Literacy on Twitter to stay up to date: https://twitter.com/bogleheads.
Enjoy!
Jon Luskin
Host
'Bogleheads® Live'
The 'Bogleheads® Live' series is hosted by me, Jon Luskin, CFP®, a long-time Boglehead®. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.
'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
- Jon Luskin
- Posts: 920
- Joined: Sat May 18, 2013 1:56 am
- Location: San Diego, CA
'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
When there are multiple solutions to a problem, choose the simplest one. ~Jack Bogle
-
- Posts: 164
- Joined: Thu Jan 22, 2015 3:25 pm
Re: 'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
Thanks Jon! Great episode with very clear explanations - I enjoyed it.
- Jon Luskin
- Posts: 920
- Joined: Sat May 18, 2013 1:56 am
- Location: San Diego, CA
Re: 'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
You're most welcome!
Thanks for checking out the episode.
Thanks for checking out the episode.
When there are multiple solutions to a problem, choose the simplest one. ~Jack Bogle
Re: 'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
Great episode! Sean had very actionable tips boiled down from SECURE 2.0, thank you!
- Jon Luskin
- Posts: 920
- Joined: Sat May 18, 2013 1:56 am
- Location: San Diego, CA
Re: 'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
You're welcome!
Thanks for listening.
Thanks for listening.
When there are multiple solutions to a problem, choose the simplest one. ~Jack Bogle
Re: 'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
I like Sean’s wise remarks about not letting income tax dictate one’s investment objectives.
He also pointed out the hazard of not paying attention to what’s required to take advantage of certain tax benefits such as transferring from 529 plans to a Roth IRA.
The podcast is a big short, but full of good comments.
He also pointed out the hazard of not paying attention to what’s required to take advantage of certain tax benefits such as transferring from 529 plans to a Roth IRA.
The podcast is a big short, but full of good comments.
- Jon Luskin
- Posts: 920
- Joined: Sat May 18, 2013 1:56 am
- Location: San Diego, CA
Re: 'Bogleheads® Live' #40 podcast is out: Tax Law Changes for FIRE (SECURE 2.0)
I 100% agree with Sean! I like to say:
"Investments first; taxes second."
Thanks for listening - and thank you for sharing your thoughts.
"Investments first; taxes second."
Thanks for listening - and thank you for sharing your thoughts.
When there are multiple solutions to a problem, choose the simplest one. ~Jack Bogle