1.105 Habits, Systems, Taxes, and Retirement

This course teaches you how to create habits and systems to automate your wealth building plan, basic tax issues necessary to understand investing, and the major retirement accounts. You will learn to use Tiny Habits to create good money habits and eliminate bad ones. You will learn about the four necessary types of accounts: checking, savings, retirement accounts, and brokerage. After reviewing some essential tax lessons, including deductions, credits, capital gains, and deferred taxation, the course reviews IRA, 401(k)s (and their equivalents), HSAs, and other key issues for setting up your financial planning. (7 lessons; total length 80 minutes)

Donate to Help Teach Others

All donations are tax deductible and go to need-based scholarships and programs for or at-risk individuals and groups through the Demystifying Project, Inc., a registered 501(c)(3) public charity, Tax ID 92-3039676.