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Traditional and Roth IRAs | Simple Steps for a Retirement Portfolio Course
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Classroom Contents
Taxes & Tax Planning
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- 1 Here’s How to Minimize Taxes When Investing
- 2 Capital Gains Taxes Explained: Short-Term Capital Gains vs. Long-Term Capital Gains
- 3 Tax-Loss Harvesting
- 4 The Wash Sale Rule
- 5 How Do Tax Brackets Actually Work?
- 6 Required Minimum Distributions (RMDs)
- 7 How to Prioritize Your Savings
- 8 How HSAs Could Help Your Retirement Savings
- 9 Traditional and Roth IRAs | Simple Steps for a Retirement Portfolio Course
- 10 The Tax Benefits of Municipal Bonds
- 11 How to Read Your Brokerage 1099 Tax Form
- 12 Four Ways to Maximize Social Security Payments
- 13 Import Your Investment Results into TurboTax®
- 14 When Can You Withdraw from A Retirement Account Early?
- 15 Coverdell Education Savings Accounts (ESAs): Saving for College
