Bogleheads University 101 2023 - Investing Basics Q&A

In a session led by Karen Damato, Christine Benz, Mike Piper, and Allan Roth field questions on asset allocation, investment selection, and tax considerations.
Chapters:
0:33 Why ETFs are more tax-efficient than mutual funds
2:55 How to know when to rebalance
4:05 Why some active funds beat index funds
5:40 When to convert from traditional IRA to Roth
6:50 What is factor investing
9:07 Market weighting v. equal weighting
10:26 How to invest 529 assets
11:16 Sell appreciated stocks or take out a loan for college?
13:00 Considerations when switching into a low-cost portfolio
Recorded on October 13, 2023.
Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at boglecenter.net/bogleheads-un.... Slides and transcripts are also available.
The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.net/2023conference/
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