Financially Smart: Invest Tax Efficiently

Financially Smart: Invest Tax Efficiently, available at Free, has an average rating of 4.35, with 11 lectures, 3 quizzes, based on 24 reviews, and has 2014 subscribers.

You will learn about Learn the power of compounding interest How to balance paying off debt, saving for emergencies and investing How to invest money in tax efficient ways How and when to do a backdoor Roth conversion Health spending and savings accounts Educational accounts and how they can impact financial aid Dedicated support from the course instructors. Questions answered within 24 hours This course is ideal for individuals who are Young professionals interested in building financial freedom or Parents who want to give their kids the chance to get the best education possible or Anyone interested in building wealth and becoming a smarter investor It is particularly useful for Young professionals interested in building financial freedom or Parents who want to give their kids the chance to get the best education possible or Anyone interested in building wealth and becoming a smarter investor.

Enroll now: Financially Smart: Invest Tax Efficiently

Summary

Title: Financially Smart: Invest Tax Efficiently

Price: Free

Average Rating: 4.35

Number of Lectures: 11

Number of Quizzes: 3

Number of Published Lectures: 11

Number of Published Quizzes: 3

Number of Curriculum Items: 14

Number of Published Curriculum Objects: 14

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

Learn the power of compounding interest
How to balance paying off debt, saving for emergencies and investing
How to invest money in tax efficient ways
How and when to do a backdoor Roth conversion
Health spending and savings accounts
Educational accounts and how they can impact financial aid
Dedicated support from the course instructors. Questions answered within 24 hours

Who Should Attend

Young professionals interested in building financial freedom
Parents who want to give their kids the chance to get the best education possible
Anyone interested in building wealth and becoming a smarter investor

Target Audiences

Young professionals interested in building financial freedom
Parents who want to give their kids the chance to get the best education possible
Anyone interested in building wealth and becoming a smarter investor

Many people spend a lot of time picking stocks and completely overlook which accounts they can use for these investments. Choosing the right type of account can have the major impact on how much you can ultimately save in the long term.

This course will help you recognize the traps that your brain can lead you into and will equip you with practical knowledge about saving for retirement, health and education in a tax-efficient way.

Course Curriculum

Chapter 1: Introduction and the power of Compound Interest

Lecture 1: Compound Interest and the Rule of 72

Lecture 2: The games our brains play and retirement savings

Lecture 3: When it can be too early to start investing

Lecture 4: How to balance paying off debt, saving for emergencies and starting investing

Chapter 2: Save and Invest in the tax advantaged way: Retirement accounts

Lecture 1: Retirement benefits today

Lecture 2: 401K, IRA and Roth IRA

Lecture 3: Backdoor Roth conversion

Chapter 3: Pay and save for health care expenses in a tax advantaged way

Lecture 1: Health Spending and Saving accounts

Lecture 2: Triple plus tax advantages of Health Savings Accounts

Chapter 4: Educational accounts

Lecture 1: Tax advantaged educational accounts

Lecture 2: Tips to chose how to save for education

Instructors

MyMoney Must
Democratizing Financial Planning

Rating Distribution

1 stars: 3 votes
2 stars: 1 votes
3 stars: 3 votes
4 stars: 5 votes
5 stars: 12 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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