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✅ 403(b)

...htm Evaluating Your Retirement Options]:    ↵"For example, if you withdraw money fr...

✅ 529-ABLE plan

...he expenses bear to the distributions.↵↵ '' Example: A qualified ABLE account with...

✅ 529 plan

...llege links in the second table below. ↵ ↵  Example:  The Illinois 529 Prepaid T...

✅ A Thanksgiving to Remember

...the following letter from John Bogle:  ↵↵ Dear Taylor: ↵↵  I am inspired, not o......esponded to Jack’s  generous offer:  ↵↵ ↵“Count me in!,  ↵↵Hello St. Jack: <......ail to Taylor. Here’s what he said:  ↵↵ "Don't bother to write. I read your Morn......orum on behalf of Taylor and myself:  ↵   ↵  Miami Dinner with Jack Bogle!    ......n spirit. Here’s what we told them:  ↵↵ Taylor and I have decided to set an extr......ake the following post on the forum:  ↵  ↵  Message from St. Jack in Miami  <br......ing days with this post on the forum: ↵↵  Our Miami Meeting with St. Jack  <b......the following day after the Regatta.  ↵  ↵ ''' Diehards Sailing Crew wins Miami Rega...

✅ Accounts for children

...rthermore, IRS Publication 926 states:  ↵ If you pay the employee less than $2,300......, accessed May 26, 2020. , stating↵ Considering these factors and particular...

✅ Acquired fund fees and expenses

...this reporting requirement as follows:↵↵ “Acquired Fund Fees and Expenses” ar...

✅ Asset-backed securities

....asp#axzz1YNdAoVWz Early Amortization]:↵   A type of credit enhancement used in ce......, and the study abstract are available:↵  Abstract  : Although housing-related......Aggregate Bond Index]] in its entirety.↵ ↵The U.S. Fixed-Rate Asset-Backed Securi......ot included in the U.S Aggregate Index.↵ ↵The U.S. Floating-Rate Asset-Backed Sec...

✅ Asset allocation

...Sense on Mutual Funds '', pp.87-88:  ↵ "Long before the crash, I had fine-tuned...

✅ Bogleheads® Wiki 2009 annual report

↵↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2010 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2011 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2012 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2013 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2014 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2015 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2016 annual report

↵ '' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2017 annual report

'' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2018 annual report

'' In a departure from the wiki's policy...

✅ Bogleheads® Wiki 2019 annual report

 In a departure from the wiki's policy......]↵|source =  ↵}}↵    This section presents the personal vie......==John Bogle==↵  '' This section presents the personal vie...

✅ Bogleheads® Wiki 2020 annual report

 In a departure from the wiki's policy......]↵|source =  ↵}}↵    This section presents the personal vie...

✅ Bogleheads® Wiki 2021 annual report

 In a departure from the wiki's policy......]↵|source =  ↵}}↵    This section presents the personal vie...

✅ Checklist of important retirement dates

...ublink1000178510 IRS pub 970] explains:   Any assets remaining in a Coverdell ESA......ornia Department of Insurance] explains:  Forced Annuitization  :↵If an annui...

✅ Cowles Commission

...icle, '' which published it, warned that   It should be understood that no such rel...

✅ Cross trade

...ing of Securities [02/12/2007] states:↵↵ Among other requirements... the investme...

✅ Developed market bonds

...bond funds. In this paper, they state:   "To make the strategic decision to inclu......summary, Swensen states his position:↵↵ Foreign-currency-denominated bonds share...

✅ Duration - math definitions

...m research. A demo of Macaulay Duration↵ Duration is associated with the slope of...

✅ Dutch pension fund performance

...llocation. ↵↵Huang and Mahieu conclude:↵ ↵'' "We find that pension funds as a grou...

✅ Emerging market bonds

...ess. Erb, Harvey, and Visconti state:↵↵ One difficulty with measuring skewness i......arguments about the negative features:↵ ↵*They are illiquid. A security that...

✅ Floating rate bonds

...ays Capital describes the index thus:↵↵    ↵The '' Barclays Capital U.S. Floating Ra...

✅ Fund of funds

...anguard fund of funds are available at:↵ ↵*[[Vanguard Target Retirement Funds (20...

✅ Global (excluding US) pension fund performance

...sing the support of aging populations:↵↵ '' "The study concludes that financial se...

✅ Global bond index returns

...January 1, 1999. According to Barclays:    ↵"The Barclays Global Aggregate Index i...

✅ Graham 75-25 rule

...advice can be summarized in his words:   "'the investor should never have less tha......ends 50/50 as the standard allocation:↵↵ We are thus led to put forward for most......ay within the range of 25/75 to 75/25:↵↵ We have suggested as a fundamental guidi......ure in response to market conditions):↵↵ According to tradition the sound reason......arkets...." ↵↵and, he says,↵↵ we can give the investor no reliable rul...

✅ Greek pension fund performance

...idis and Tessaromatis (2009) conclude:  ↵ ↵'' "Restricting the weight of equities t...

✅ Homeowner's insurance

...tage deductible is usually mandatory. ↵↵  Example  : Arthur and Mary have a home...

✅ How to campaign for a better 401(k) plan

...s a template for a sample letter: ====↵↵ ↵Dear (company plan administrator): ...

✅ Inflation and retirement spending

...oted by Bogleheads & reg; poster nedsaid:↵ The standard advice here used to be to p......> dodecahedron compared TIPS to I-Bonds:   ibonds have several advantages vs. TIPS...

✅ Information ratio

↵ ↵The  information ratio  (IR)is a ra...

Inheriting a Roth IRA

...year following the decedent's death. ↵↵ Here is a sample letter which est...

✅ Investing with a medium-term timeline

...safer option for a house down payment:↵ ↵"The main thing is to consider your opt...

✅ Leveraged and inverse ETFs

...Investors| date=August 18, 2009}}  The SEC staff and FINRA are issuing this......ly clearly in the factsheets, such as:↵↵  Direxion:  "This leveraged ETF seek...

✅ List of US state security regulators

...curities Administrators Association]:   ↵ State securities regulation predates the...

✅ Market timing

.../markettiming.asp investopedia] says '' :↵ ↵#The act of attempting to predict the f...

✅ Mean reversion

...d path." Ho and Sears (2006) state that↵ Recent research... reports significant n...

✅ Military finances

...rimarily due to the cost of health care. Example: How much is the pension and hea...

✅ Models of spending as retirement progresses

...nditure]] survey data, they concluded:↵↵ "...all available data and research indi...

✅ Modified Adjusted Gross Income

...8/1839.htm Social Security Act §1839]:↵ (4) Modified adjusted gross income.-↵:(A...

✅ Mortgage-backed security

...es in the prospectus to its bond funds:↵ ↵Mortgage-backed securities represent in...

✅ Net unrealized appreciation

...recognized as a taxable distribution.↵↵  Example  : Chris is set to retire f......n NUA assets and not rollover the NUA.↵↵    Example  :Mary takes a lump sum dis...

✅ Norwegian Government Pension Fund Global performance

...lar. ↵ '' A telltale chart is devised simply by...

✅ Social Security

...application comments section would be:↵ "I wish to receive my maximum benefit, i...

✅ Street name

...v/answers/street.htm Street Name] ↵    Street Name Registration    ↵↵Yo...

✅ Survivorship bias

...s", investopedia defines it as follows:↵ An inaccuracy in the appearance of inves...

✅ TSP Modernization Act of 2017

...flexible withdrawal options. }} :↵ ↵The law eliminates the statutory prohib...

✅ Tactical asset allocation

...sset class funds, as of December 2014:↵↵ ↵*Vanguard Total Stock Market Index Fund...

✅ Telltale chart

✅ The 2008 money market crisis

... '' structured investment vehicles (SIV):     A pool of investment assets that attemp......Working Paper No. RPA12-3) report that:↵   Large sponsor support (in aggregate) r...

✅ Turkish pension fund performance

...Gokcent and Yalcin (2013)  conclude:↵ ↵'' Taken as a whole, our results strongl...

✅ US pension fund performance

...e to be advantageous in reducing costs:↵ ↵"...one standard deviation increase in......reduce returns.  ↵↵The study concludes:↵↵   '' "Overall, pension funds seem to have......bout 3% a year. The study authors note:↵  "While larger scale brings costs advan......ng returns. The study authors conclude:↵ ↵ Larger pension funds are more likely...

✅ Vanguard 500 Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Asset Allocation Fund tax distributions

...rd described the tactical strategy as:↵↵ Vanguard Asset Allocation Fund seeks to...

✅ Vanguard Balanced Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Developed Markets Index Fund (VDMIX) tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Developed Markets Index Fund (VDVIX) tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Diversified Equity Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Emerging Markets Stock Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard European Stock Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Extended Market Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard FTSE All-World ex-US Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard FTSE All-World ex-US Small-Cap Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Global ex-U.S. Real Estate Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Growth Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Inflation Protected Securities Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Intermediate Term Bond Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Intermediate Term Tax Exempt Bond Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says] :↵ ↵A portion of your [[Ordinary dividend |......short-term capital loss.↵↵ Example '' :↵↵ On January 7, 2009, you bought a mutual...

✅ Vanguard International Explorer Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard International Growth Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard International Value Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Large Cap Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Limited Term Tax Exempt Bond Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says] :↵ ↵A portion of your [[Ordinary dividend |......short-term capital loss.↵↵ Example '' :↵↵ On January 7, 2009, you bought a mutual...

✅ Vanguard Long Term Bond Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Mid Cap Growth Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Mid Cap Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Mid Cap Value Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Pacific Stock Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard REIT Index tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard STAR Fund

...ll." New York Times 10 May 1987  ↵↵ In the past two years, a number of firms......0000932471-10-003821.txt NSAR filing]:  ↵ ↵FORMER CONFORMED NAME: VANGUARD SPECIAL...

✅ Vanguard STAR Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Short Term Bond Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Small Cap Growth Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Small Cap Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Small Cap Value Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Target Retirement Funds (2005-2025) tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Target Retirement Funds (2030-2050) tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Tax-Managed Balanced Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Tax-Managed Capital Appreciation Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Tax-Managed Growth & Income Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Tax-Managed Small Cap Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Total Bond Market Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Total International Stock Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Total Stock Market Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Total World Stock Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard Value Index Fund tax distributions

...e subject to state and local taxation. ↵ ↵#Short-term capital gains distributions......m/mutual/ordinary.htm Fairmark says]'' :↵ ↵A portion of your [[Ordinary dividend |...

✅ Vanguard bond index fund tracking error

...5-000272.txt SEC 485 1995 prospectus]:↵ The Portfolios of the Fund may, from tim......2/tbm485a.htm SEC 485 2009 prospectus]: Index sampling strategy. Because it woul...

✅ Vanguard funds: distribution methodology

...in its financial statement footnotes:↵↵ Distributions are determined on a tax ba......defines  Dividend Yield  as follows:↵↵ Dividend income earned by stocks, expres...

✅ Vanguard large cap index fund tracking error

...izes the following trading policies:   ↵ ↵* Rebalance each portfolio every busine...

✅ Vanguard mid cap index fund tracking error

...izes the following trading policies:   ↵ ↵* Rebalance each portfolio every busine...

✅ Vanguard safety

...one basket?], forum discussion. ↵↵ "This is a very serious and timely issue...

✅ Vanguard small cap index funds tracking error

...izes the following trading policies:   ↵ ↵* Rebalance each portfolio every busine...

✅ Variations on Bogleheads® investing

...lose and not jeopardize your retirement. Life is short. If you want to enjoy the...

✅ Wash sale

...s, which is not present for wash sales:↵ Indirect transactions. You cannot...

✅ World Bond/Stock Portfolio

...du/~wfsharpe/aaap/wfsaaap.pdf}} :↵↵ “The fund’s Asset Allocation Policy...