Course
Tax Basics
How marginal tax brackets actually work, the difference between taxable, tax-deferred, and potentially tax-free accounts, and required minimum distributions.
Lesson 1
How Marginal Tax Brackets Work
Why moving into a higher tax bracket doesn't mean your whole income gets taxed at the higher rate.
Includes quizLesson 2
Taxable vs. Tax-Deferred vs. Potentially Tax-Free Accounts
The three broad tax treatments accounts can have, and why the difference matters more the longer money stays invested.
Includes quizLesson 3
Required Minimum Distributions
Why tax-deferred retirement accounts eventually require withdrawals, whether or not you need the money.
Includes quiz