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Various links to information regarding boglehead investing from boglehead.com and other similar websites. Feel free to contact me on www.boglehead.com (handle lazylarry) if you think anything needs to be added or changed. 

 

 

Asset Classes

Fixed Income

I bonds - Boglehead info. Buy them

Certificate of Deposit (CDs) - Boglehead infoCD search

Bonds - Terminology

Laddering CDs or bonds

 

Equities

Approximating Total Stock Market

Approximating Total International Stock Market

Tax Efficiency

Bonds vs stocks in tax deferred - Basic tax efficiency. Argument for bonds in taxable. 

 

Roth IRA, traditional IRA, 401k, Roth 401k

IRAs

Roth IRA - Boglehead basic info. Roth IRA conversion. Recharacterizing funds in Roth IRA. 

Backdoor Roth IRA - Boglehead basic infoDucky's late backdoor Roth IRA. 

Traditional IRAs - Boglehead info. 

IRA Contributions Limits

401ks

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Determinations

Traditional vs Roth - Boglehead info. 

Dual 401k and IRA contributions

 

Tax reduction

 

Reducing taxable income

Tax Loss Harvesting - Boglehead website. TLH for dummies.  Livesoft's example

 

General Info

Tax Brackets

Relevant Deductions/Credits

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Other tax-deferred investments/mechanisms  (529, SEP IRA)

 

529

Boglehead Info

SEP IRA

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