Introduction to Investing & US Retirement Accounts

Are you looking to navigate the complex world of investing and US retirement accounts with confidence and clarity? You're in the right place!

This session is tailored for employed professionals in the US who are new to investments and retirement accounts. It aims to equip beginners with the essential knowledge needed to embark on their investment and retirement planning journey in the US.

The main topics to be covered include:

1. Managing cash in savings and checking accounts, including FDIC-insured CDs and high-yield savings accounts
2. Investing in mutual funds and ETFs, and how to research these investment options
3. Understanding taxable and tax-deferred investment growth
4. Exploring taxable brokerage accounts
5. Investing in stocks, including how to use online trading platforms
6. An introduction to day trading as a side hustle
7. Retirement accounts, such as 401K, Traditional IRA, and Roth IRA
8. Backdoor Roth and Mega Backdoor Roth strategies
9. Medical account, focusing on the triple tax advantage of Health Savings Accounts (HSA)
10. Educational account, specifically the 529 College Savings Plan
11. An introduction to Social Security in retirement

Disclaimer: Please note that I am not a certified financial planner or retirement planner. Any advice or assistance provided is intended solely for educational and informational purposes. The content provided is solely for informational purposes and should not be interpreted as legal, investment, financial, or any other form of advice. This information or service is intended for general informational use and is not meant to serve as personal financial advice.