Financially Smart: Invest Tax Efficiently

Harness the Power of Compound Interest and Take Full Advantage of the Tax Advantaged Accounts
Rating: 4.6 out of 5 (4 ratings)
65 students
Financially Smart: Invest Tax Efficiently
Rating: 4.6 out of 5 (4 ratings)
67 students
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


  • An open mind and curiosity

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.

Who this course is for:
  • 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
Course content
4 sections • 11 lectures • 1h 13m total length
  • Compound Interest and the Rule of 72
  • Rule of 72
    3 questions
  • The games our brains play and retirement savings
  • When it can be too early to start investing
  • How to balance paying off debt, saving for emergencies and starting investing
  • Retirement benefits today
  • 401K, IRA and Roth IRA
  • Backdoor Roth conversion
  • Choose the right retirement accounts
    5 questions
  • Health Spending and Saving accounts
  • FSAs or HSAs
    4 questions
  • Triple plus tax advantages of Health Savings Accounts
  • Tax advantaged educational accounts
  • Tips to chose how to save for education

Democratizing Financial Planning
MyMoney Must
  • 4.6 Instructor Rating
  • 4 Reviews
  • 67 Students
  • 1 Course

I am a co-founder of MyMoneyMust and we are on a mission to make financial planning more accessible for people who need it the most. I started my career as a management consultant and was working with the financial institutions across United States until I joined one of them to help individuals and companies navigate the financial markets and various retirement, health and educational benefits.

I co-founded MyMoneyMust to help people make their best money decisions when life happens.

At MyMoneyMust, we believe that:

Financial life has gotten way complicated to fully outsource it to robo-advisors

Personal financial planners are largely out of reach for people who need them most

The future of the industry is transparent, affordable and human

Objective information and cutting through the noise are key to building financial freedom.