50. 3 Takeaways from the Berkshire Hathaway Annual Meeting, Foreign Property Reporting on Your Tax Returns, and Expected Future Returns for Stocks and Bonds

Welcome to Episode 50 of Retire Me!

Timeline:

0.00 - Happy Belated Mothers Day!

2:02 - I discuss my 3 favorite takeaways from the Berkshire Hathaway General Meeting

9:16 - I discuss reporting Foreign Property on your Income Tax Returns, what qualifies, what doesn't, and the penalties for missing this requirement on your tax returns.

13:27 - I discusses the assumptions I use for future stock and bond returns, and the rationale behind preparing for lower future returns after recent returns  have been quite high

Resources: 

Manulife Article - Form T1135 - What is all the fuss about?

Canada.ca - Questions and Answers About Form T1135 

Credit Suisse Global Investment Returns Yearbook 2021 Summary Edition

Great Expectations - How to Estimate Future Stock and Bond Returns When Creating A Financial Plan

Thanks for listening!

Mark