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:

• Download 401k reference checklist freebie (show notes)
• All about Solo 401ks
• HYW private Facebook community

Intro/Outro: Old Bossa by Twin Musicom.