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► Try Playbook – Develop your most tax-efficient investment strategy: https://www.helloplaybook.com/taekim
Time codes:
0:00 – Introduction
0:04 – Cash
1:04 – 401k employer matching
1:48 – Employee Stock Purchase Plan
2:54 – FREE 1-page PDF Supplementary Guide
3:12 – High interest debt
3:42 – Maximum output 401K
4:21 – Maximum HSA output
17:42 – Roth through the back door
6:52 – Mega Backdoor Roth
7:49 p.m. – 529 Education Savings Plan
9:05 a.m. – Taxable brokerage account
10:10 a.m. – Real estate
11:38 a.m. – Low interest debt
► Backdoor Vanguard Roth IRA 2022 | Step by step guide (https://youtu.be/9NFsOxrktyA)
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► Shortform – More than book summaries – https://shortform.com/taekim
CONNECTIONS:
► Receive my weekly newsletters: https://www.financialtortoise.com/newsletter
► Favorite books: https://www.financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial advisor. These videos are intended for educational and entertainment purposes only. I'm just sharing my personal opinion. Please seek professional help if needed.
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