Category:Pages not intended for non-US investors
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This category and its subcategories contain pages which are not intended for, and so may not apply to, investors from outside the United States, due to the arcane complexity of US tax laws.
Using {{US}} or {{US expat}} will add pages to this category.
Pages in category "Pages not intended for non-US investors"
The following 200 pages are in this category, out of 263 total.
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A
B
- Backdoor Roth
- Balanced fund
- Blackrock iShares
- Bogleheads investing philosophy - video online course
- Bogleheads® investing start-up kit
- Bogleheads® investment philosophy
- Bogleheads® personal finance planning start-up kit
- Bogleheads® retirement planning start-up kit
- Bond basics
- Broker
- Budget models of retirement spending
- Business development company
C
- Capital gains distribution
- Certificate of deposit
- Charitable gift annuity
- Charitable lead trust
- Charitable pooled income fund
- Charitable remainder trust
- Charles Schwab
- Checklist of important retirement dates
- Closed-end funds
- Collective Investment Trusts
- Collegesure 529 Tuition Indexed Programs
- Commodities
- Compare Vanguard international funds
- Cost basis methods
- Coverdell Education Savings Accounts
D
E
- E*TRADE
- EE savings bonds
- Emergency fund
- Employee Retirement Income Security Act
- Employer matching contributions
- Employer retirement plans overview
- Equity-indexed annuity
- Estate planning
- Estimated tax
- ETFs for Bogleheads
- ETFs vs mutual funds
- Exchange-traded fund
- Expected Family Contribution
- Expense ratios
F
H
I
- I savings bonds
- Immediate fixed annuity
- Immediate variable annuity
- Income in respect of a decedent
- Income-Related Monthly Adjustment Amount (IRMAA)
- Index fund
- Inflation: definition
- Inheriting a Roth IRA
- Inheriting an IRA
- Insurance
- International small cap
- Introduction to retirement spending models
- Investing FAQ for the Bogleheads® forum
- Investing from Japan for US citizens and US permanent residents
- Investing from the UK for US citizens and US permanent residents
- Investment adviser
- IRA
- IRA recharacterization
- IRA rollovers and transfers
M
- Management fees and fund distributions
- Managing a windfall
- Marginal tax rate
- Master limited partnership
- Medicare
- Mega-backdoor Roth
- Merrill Edge
- Mid caps
- Military finances
- Models of spending as retirement progresses
- Modified Adjusted Gross Income
- Mutual fund
- Mutual fund structure
- Mutual funds and fees
- Mutual funds for Bogleheads
- Mutual funds: additional costs
N
O
P
- Passive foreign investment company
- Paying a tax cost to switch funds
- Payroll - cafeteria plan deductions
- Payroll - FICA tax deductions
- Payroll deductions
- Peer-to-peer lending
- Pentagon Federal Credit Union
- Placing cash needs in a tax-advantaged account
- Precious metals equity
- Preferred stock
- Preparing for retirement
- Prioritizing investments
- Progressive tax
- Purchase fee
R
- Real estate investment trust
- Redemption fee
- Reinvesting dividends in a taxable account
- Replacement rate models of retirement spending
- Required Minimum Distribution
- Retirement calculators and spending
- Retirement draw-down priority
- Retirement plan analysis (math)
- Retirement policy statement
- Retirement spending
- Return of capital distribution
- Rollover
- Rollover IRA
- Roth conversion
- Roth IRA
- Roth IRA as an emergency fund
S
- Saver's credit
- Self directed brokerage account
- SEP
- Setting up a 401(k) plan
- Sharia investing for US investors
- SIMPLE IRA
- Slice and dice international
- Small caps
- Social responsibility indices
- Social Security
- Social Security - computing a Primary Insurance Amount
- Social Security as an investment
- Social Security payment deductions
- Social Security tax impact calculator
- Solo 401(k) plan
- Specific identification of shares
- Stable value fund
- State income taxes
- State Street SPDR
- Step-up in basis
- Stretch IRA
- Substantially equal periodic payments