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

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

Published 5 years, 10 months ago

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

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