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Episode Info:

#3: I discuss a comprehensive framework for understanding how 401ks work and how to use them strategically.

What you’ll learn in this episode:

  • Origins of the 401k and some interesting stats
  • Contributions
  • Tax deferral
  • Withdrawal age + tax at withdrawal
  • RMDs
  • Other: Rollovers, loans, beneficiaries, creditors, inheritance

Links mentioned in this episode:

Intro/Outro: Old Bossa by Twin Musicom.

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