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Tax Saving Hacks for Early Retirement with Examples
Rating: 4.3 out of 5(6 ratings)
29 students
Created byAnni Zheng
Last updated 12/2020
English

What you'll learn

  • Students will learn all tax-advantaged accounts such as pre-tax 401k, after tax 401k, Roth 401k, Roth IRA, HSA.
  • The course will walk students step by step and explain what tax saving strategy works best for each situation
  • It will also teach students how to legally avoid tax at all (contributing and withdrawing)
  • it will cover how to grow the money for early retirement

Course content

1 section • 6 lectures • 48m total length

  • Introduction7:46

    In this section, students will learn the power of compound interest investment and be introduced with most commonly used tax-advantaged accounts. Examples are provided to show how to accumulate wealth easily and quickly using stock market.

  • Essentials for Tax-advantaged Accounts and Their Pros & Cons4:35

    In this section, students will get an overview for all tax-advantaged accounts for early retirement. A comprehensive comparison among different accounts are provided. Some general guidance and explanation based on categories have been demonstrated.

  • 401k Category and Strategies8:36

    in this section, we will elaborate 401k category in details for comprehensive features of each tax-advantaged accounts. It will cover contribution and growth tax situation for each pre-tax 401k, Roth 401k and after-tax 401k.

    Contributing and withdrawing strategies are provided for each account. Priority and overall guidance have been provided for all 401k accounts. 

  • IRA Category and Strategies10:24

    in this section, we will elaborate IRA category in details for comprehensive features of each tax-advantaged accounts. It will cover contribution and growth tax situation for each traditional IRA, Roth IRA, after-tax 401k to Roth IRA conversion.

    Contributing and withdrawing strategies are provided for each account. Priority and overall guidance have been provided for all IRA accounts. 

  • HSA Category and Strategies8:14

    in this section, we will elaborate HSA category in details for comprehensive features of each tax-advantaged accounts. It will cover contribution and growth tax situation.


    Contributing and withdrawing strategies are provided for each account. Priority and overall guidance have been provided for HSA accounts.  Comparison examples have been provided for HSA account and non-HSA account for medical purposes.

  • Bonus Tax-saving Strategy with Examples8:32

    in this section, contributing strategies (pre-load vs spaced out through the year) have been compared for their pros and cons under different situations.

    after let your seed money grow exponentially in your retirement accounts for many years, in this section, we provided withdrawing strategy to minimize your tax liability for happy retirement.

Requirements

  • no prerequisites required

Description

In this course, students will be introduced with most effective tax-advantaged accounts to save tax now and for the future. The comprehensive explanation of each account will clear all confusions for students.

Various strategies for each account and combinations have been demonstrated with examples. After mastering how tax-saving account works, students will be able to apply same technique to tailor their own tax situation.

The tax saving course doesn't need to be boring and tedious. We will demonstrate the concepts and strategies with simple examples. At the end of the course, students will all have a much clear understanding for their tax planning. For this course specifically, we are helping those who is on W2 payroll. Anyone finds this interesting and useful, we are more than happy to provide another course for self-employed. There we will have more flexibility and new strategies for business owners.


All information here is validated and can be directly applied to those who are in similar situation. We have already helped hundreds of people getting significant tax reduction and greatly reduced their AGI (Adjusted Gross Income). Information is checked and approved from professional CPA. However, we still recommend to consult with your tax professionals to be exactly tailored to your own situation. Feel free to email us or leave us questions, we will provide services as well.


Thanks everyone for your time and hope you enjoy this course!

Who this course is for:

  • Anyone who is interested in saving tax and grow it compoundly for early retirement

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