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Investing & Savings

Practical frameworks for saving, evaluating risk, and building a disciplined investment plan.

12 playbooks

Execute a mega backdoor Roth through your employer’s 401(k)

Execute a mega backdoor Roth through your employer’s 401(k)

~4 h
Free
Claim Social Security at 62, 67, or 70: the Decision, Done With Numbers

Claim Social Security at 62, 67, or 70: the Decision, Done With Numbers

~7 h
Free
Max out an HSA and build a reimbursement receipt vault

Max out an HSA and build a reimbursement receipt vault

~5 h
Free
Shelter self-employment income with a solo 401(k) or SEP-IRA

Shelter self-employment income with a solo 401(k) or SEP-IRA

~6 h
Free
Set up books for a rental property before your first tax year closes

Set up books for a rental property before your first tax year closes

~16 h
Free
Execute a backdoor Roth IRA without a tax surprise

Execute a backdoor Roth IRA without a tax surprise

4 h
Free
House Hack a Duplex: Live in Half, Let the Other Half Pay the Mortgage

House Hack a Duplex: Live in Half, Let the Other Half Pay the Mortgage

~21 h
Free
Open a Custodial Roth IRA for Your Working Teen: From First Paycheck to Funded, Documented Account

Open a Custodial Roth IRA for Your Working Teen: From First Paycheck to Funded, Documented Account

~10 h
Free
Analyze Your First Rental Property Deal Before You Fall in Love With It

Analyze Your First Rental Property Deal Before You Fall in Love With It

~1 day
Free
Required Minimum Distributions: Take Them Right and Avoid the Excise Tax

Required Minimum Distributions: Take Them Right and Avoid the Excise Tax

~13 h
Free
Roll over an old 401(k) without triggering withholding

Roll over an old 401(k) without triggering withholding

~5 h
Free
Fund a 529 and spend it without triggering a penalty

Fund a 529 and spend it without triggering a penalty

~12 h
Free
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