Retirement Savings Accounts
Explore the different types of tax-advantaged retirement accounts, such as 401(k)s, 403(b)s, traditional IRAs, and Roth IRAs. Understand contribution limits, employer matching, and how to choose the right accounts for your situation.
3 courses
Build a clear mental model of tax-advantaged retirement accounts — how they work, what distinguishes them, and how to choose between them for your situation.
Work through income-based contribution worksheets, Roth vs. pre-tax decision templates, and employer match optimization exercises to maximize your retirement savings.
Manage rollovers, Roth conversions, RMD planning, and account consolidation as your career evolves and retirement approaches.