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Exploring Taxes & Retirement

Trading Course
Level Beginner

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries.

Explore the intricacies of investing in retirement accounts such as 401(k), 503(b), and IRAs, emphasizing the importance of actively choosing investments tailored to one's age and retirement goals. Hear about the need for proper asset valuation, particularly for real estate and collectibles, as well as the potential tax implications of various investments. See the importance of adjusting investment strategies over time to align with changing financial needs as retirement approaches.

This lesson outlines the rules and regulations for taking distributions from IRA accounts, particularly focusing on Roth IRAs and traditional IRAs, as well as the implications of the SECURE I and II Acts. We will cover the tax treatment of inherited IRAs, early withdrawal penalties, and strategies for charitable contributions to reduce taxable income.

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