Retirement Optimization

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About Course

Maximize your financial life.

Course Content

Roth vs Traditional
Understand the key differences between Roth and Traditional retirement accounts, including how each is taxed, the advantages and trade-offs of each strategy, and how to decide which option may be more beneficial based on your current and future tax situation.

Roth vs Traditional

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Roth Conversions
Find out how Roth conversions work, including how to convert traditional retirement funds into Roth accounts, when it may be most advantageous to do so, and key rules such as tax implications, timing strategies, and conversion limitations.

Retirement Account vs 401(k)
Understand the key differences between IRAs and 401(k) plans, including how each is set up, who can access them, and how investment options differ, especially when it comes to traditional assets versus alternative investments like real estate.

Understanding Solo 401(k)
Learn how Solo 401(k)s work, including eligibility requirements, how they differ from IRAs, and key advantages such as avoiding UDFI taxes and having greater control over your investments.

401(k) Loans
Learn how 401(k) loans work, including the benefits, risks, and key rules, so you can understand when they may be a useful strategy for accessing capital and diversifying investments.

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