Advanced Money: Taxes, Real Estate & Retirement

Dive beyond basic tax filing into strategic tax management. Learn about tax brackets, deductions, credits, and various income types from an optimization perspective to reduce your tax liability.

• Foundations of Advanced Tax Planning (26 questions)
• Advanced Income & Investment Tax Strategies (21 questions)
• Estate, Gift, and Charitable Tax Planning (20 questions)
• Business, Real Estate, and Specialized Tax Considerations (34 questions)

Explore how taxes impact your investment returns. Understand capital gains, dividends, interest income taxation, and strategies for tax-loss harvesting, asset location, and managing investment taxes effectively.

• Foundations of Capital Gains and Losses (12 questions)
• Strategic Approaches to Capital Gains Tax Efficiency (25 questions)
• Leveraging Tax-Advantaged Accounts and Investments (25 questions)

Discover the fundamentals of real estate as an asset class. Learn about property types, market cycles, valuation methods, and the unique risks and rewards associated with real estate investing.

• Introduction to Real Estate Investment (22 questions)
• Financial Analysis of Real Estate Opportunities (33 questions)
• Financing and Structuring Real Estate Deals (24 questions)
• Real Estate Investment Management and Exit Strategies (24 questions)

Deepen your understanding of homeownership, including financing options, tax benefits, and leveraging home equity. Explore strategies for investing in residential properties, from rentals to vacation homes.

• Understanding Residential Property Ownership (23 questions)
• Financing Residential Real Estate Purchases (27 questions)
• Residential Real Estate Investment Strategies (24 questions)
• Taxation, Risk Management, and Exit Strategies in Residential Real Estate (30 questions)

Broaden your real estate knowledge to include commercial properties and alternative real estate investments like REITs, crowdfunding, and syndications. Understand due diligence and portfolio diversification with real estate.

• Fundamentals of Commercial Real Estate (35 questions)
• CRE Valuation and Investment Analysis (26 questions)
• Advanced CRE Financing and Deal Structuring (23 questions)
• Advanced CRE Strategies, Taxation, and Portfolio Management (24 questions)

Master the various retirement vehicles available, including 401(k)s, IRAs (Traditional & Roth), HSAs, and annuities. Learn how to maximize contributions, understand vesting, and leverage tax advantages for a secure retirement.

• Foundations of Strategic Retirement Planning (32 questions)
• Exploring Tax-Advantaged Retirement Accounts (19 questions)
• Advanced Retirement Strategies and Distribution Planning (28 questions)
• Longevity Risk, Healthcare, and Estate Integration (27 questions)

Prepare for the distribution phase of retirement. Explore income sources like Social Security and pensions, tax-efficient withdrawal strategies, managing sequence of returns risk, and basic estate planning for wealth transfer.

• Module Overview: Shifting from Accumulation to Distribution (26 questions)
• Sustainable Withdrawal Strategies & Risk Mitigation (14 questions)
• Tax-Efficient Withdrawal Sequencing & Advanced Income Solutions (25 questions)
• Legacy Planning, Estate Considerations & Beneficiary Designations (22 questions)