Leveraging Tax-Advantaged Accounts to Maximize Your Wealth with Katie Gatti Tassin

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Show Notes

#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.

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Resources Mentioned

Katie Gatti Tassin: Podcast | Newsletter | Instagram

Solo 401(k): Carry (← $500 off Pro)

Bogleheads Article: Tax-efficient Fund Placement

ATH Podcast 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

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