6 (Counterintuitive) Facts About Retirement, Investing, and Longevity

Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun.

I'm sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a reminder that taxes touch almost everything.

A few highlights:

→ The surprising fate of investors who bought the exact top of the dot-com bubble

→ How much a crystal ball that picks winning funds is actually worth

→ What a 50-year backtest reveals about the real role of bonds in your portfolio

→ The one thing the longest-living retirees have that most retirement plans ignore

By the end, I think you'll feel even more confident in the patient, disciplined, evidence-based approach we talk about so often on this show.

And, if nothing else, you'll walk away with a few new stats and stories worth sharing the next time markets come up in conversation.

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Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments.