Show notes
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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