#144: Katie Gatti Tassin shares her expertise on leveraging tax-advantaged accounts to maximize your income. This crash course covers investment strategies using different types of 401(k)s, IRAs, Roth Conversion Ladders, HSAs, Donor Advised Funds, and much more.

Katie Gatti Tassin is the creator of the Money with Katie blog, podcast, and newsletter, which was acquired by Business Insider’s Morning Brew in 2022. The Money with Katie Show is one of the top finance-related podcasts, boasting 140,000+ listeners per month and 6 million+ lifetime downloads.

Link to Full Show Notes: https://www.allthehacks.com/tax-advantaged-accounts

Partner Deals

Storyworth: Share your family stories in a custom book (+ $10 off)

Daffy: Free $25 to give to the charity of your choice

Notion: Try Notion AI free to automate tedious tasks and streamline your work

Vuori: 20% off the most comfortable performance apparel I've ever worn

Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth

DeleteMe: 20% off removing your personal info from the web

For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned

Katie Gatti Tassin: Podcast | Newsletter | Instagram

Solo 401(k): Carry (← $500 off Pro)

Bogleheads Article: Tax-efficient Fund Placement

All the Hacks Episodes Covering Donor Advised Funds:

Full Show Notes

(05:31) Fundamentals of Tax-Advantaged Investing Accounts

(09:55) Employer Plans: 401(k)

(12:21) Katie's Bread and Butter 401(k) Strategy

(18:07) Employer Account Trade-Offs

(20:29) Misconceptions About 401(k)s

(24:36) Employer Account Fees

(27:26) 401(k) Plan Rollover to New Employer

(28:15) Employer Traditional vs. Roth 401(k)

(36:39) Contribution Limit for a 401(k): Mega Backdoor

(42:30) Retirement Plans: IRAs

(46:57) Backdoor Roth IRA

(50:05) General Strategy for Traditional IRA

(51:43) Roth Conversion Ladder Tactics

(53:08) Dividend Income & Capital Gains

(56:57) Small Business Plans

(1:01:19) Solo 401(k)

(1:09:04) 529s

(1:11:00) Donor Advised Funds

Connect with All the Hacks

All the Hacks: Newsletter | Website | Membership | Email

Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.