Finance

Mastering Personal Tax-Advantaged Investing

About this course

Learn how to optimize your wealth accumulation by effectively utilizing tax-advantaged accounts like IRAs and 401(k)s. This course covers contribution strategies, asset location, and withdrawal planning to help you keep more of what you earn.

Course Content (6 lessons)

6 lessons 2.5h

4.7(132 enrolled)

LevelBeginner

CategoryFinance

Type

Subscription

Mastering Personal Tax-Advantaged Investing

About this course

Course Content (6 lessons)

Lesson 1: The Power of Tax-Advantaged Vehicles25 min

Lesson 2: Employer Matches and 401(k) Optimization20 min

Lesson 3: Traditional vs. Roth: The Math of Choice25 min

Lesson 4: Asset Location Strategy25 min

Lesson 5: Contribution Limits and Income Phase-outs20 min

Lesson 6: Withdrawal Sequencing in Retirement25 min