What You'll Learn
- ✓ Advanced 401(k) strategies including Roth 401(k) and after-tax contributions
- ✓ IRA strategies including backdoor Roth and conversion techniques
- ✓ How HSAs provide a unique triple tax advantage for both healthcare and retirement
- ✓ How 529 plans work for education savings with tax-free growth
- ✓ How to optimize your tax-advantaged accounts across your entire financial plan
Lessons
1
401(k) Deep Dive
Explore contribution limits, Roth 401(k), after-tax contributions, rollovers, and early withdrawal rules.
2
IRA Strategies
Learn the Traditional vs Roth decision framework, backdoor Roth conversions, and income phase-outs.
3
HSA Triple Tax Advantage
Discover how Health Savings Accounts can serve as a powerful investment tool with three tax benefits.
4
529 Plans
Understand education savings plans, state tax benefits, investment options, and superfunding strategies.
Your Tax Shield Tree
"Layers of protection build lasting wealth"
Complete lessons to help your tree grow!
Module Progress
Completion
0%
0 of 4 lessons completed
Quiz: Not attempted
Key Terms
- Backdoor Roth: Contributing to a Traditional IRA then converting to Roth
- HSA: Health Savings Account with triple tax advantage
- Vesting: Earning ownership of employer 401(k) contributions over time
- 529 Plan: Tax-advantaged education savings account