Chapter 7: Retirement Plans and Tax-Advantaged Accounts

In this section

• Individual Retirement Accounts (IRAs)
  • Understanding Traditional IRAs: Eligibility, Rules, and Benefits
    Learn about traditional IRAs, including eligibility, contribution limits, tax benefits, growth, and withdrawal rules, to plan your retirement effectively.
  • Master Roth IRAs: Unlock Tax-Free Growth Opportunities
    Discover Roth IRA features: after-tax contributions, tax-free growth, qualified distributions, and lack of RMDs.
• Employer-Sponsored Retirement Plans
  • Master the Essentials of 401(k) and 403(b) Retirement Plans
    Dive deep into the intricacies of 401(k) and 403(b) plans, focusing on participation, contribution limits, employer matching, and tax factors.
  • Understanding SEP and SIMPLE IRAs: A Guide for Small Businesses
    Explore SEP and SIMPLE IRAs for small businesses, including benefits, contributions, and tax advantages for employers and employees.
• Understanding Non-Qualified Deferred Compensation Plans: Benefits and Risks
  Explore the differences between non-qualified and qualified plans, their role in executive compensation, and the associated opportunities and risks.