60 - What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?

An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "60 - What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?" was published on August 12, 2020 and runs 25 minutes.

August 12, 2020 ·25m · Real Personal Finance

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Summary

What % of income are you saving to your retirement accounts? Where to put extra $ If not fully funding retirement .... After tax contributions to 401ks Mega-backdoor Roths Backdoor Roths HSA accounts Side Income Solo 401k Taxable account If fully funding retirement Other Goals Home Purchase - Savings Account College Savings - 529 Taxable Investments Balance the present vs future LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJO...

Episode Description

What % of income are you saving to your retirement accounts?
Where to put extra $
- If not fully funding retirement ....
  - After tax contributions to 401ks
    - Mega-backdoor Roths
  - Backdoor Roths
  - HSA accounts
  - Side Income
    - Solo 401k
  - Taxable account
- If fully funding retirement
  - Other Goals
    - Home Purchase - Savings Account
    - College Savings - 529
    - Taxable Investments
  - Balance the present vs future

LET'S CONNECT!

James

Scott

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