Thanks!

Thank you for joining the WealthChannel community.

If you requested a free guide, it will be delivered via email within the next 5 minutes. Please check your inbox.

In the meantime, you can check out our video library and investor tools. Or you can start reading the guide online right now.

WealthChannel Video Library

The entire library is available on YouTube, or you can get started with the videos below:

The Backdoor Roth IRA is a popular way for high earners to protect more of their retirement savings from taxes. But how much wealth is actually created by this strategy? Michael dives into the numbers behind the Backdoor Roth IRA. Calculations here: https://docs.google.com/spreadsheets/d/1ijNS4wwOPxImtg77H4PiIFFJ7SEvNb9GgjWyYlr-JdY/edit?usp=sharing Question for Michael? Email michael@wealthchannel.com ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The Backdoor Roth IRA is a popular way for high earners to protect more of their retirement savings from taxes.

But how much wealth is actually created by this strategy? Michael dives into the numbers behind the Backdoor Roth IRA.

Calculations here: https://docs.google.com/spreadsheets/d/1ijNS4wwOPxImtg77H4PiIFFJ7SEvNb9GgjWyYlr-JdY/edit?usp=sharing

Question for Michael? Email [email protected]

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1OG5iVzdLak4wZTFaQnBDVE1tTkd3MC41NkI0NEY2RDEwNTU3Q0M2

The Math Behind The Backdoor Roth IRA (This May Surprise You)

HSAs are popular investment vehicles because they offer "triple tax advantages" when used to fund medical expenses. They can also become a "stealth IRA" for high earners looking to shield more retirement savings from taxes. But just how much wealth can they create? IN THIS EPISODE 00:00 Introduction 00:15 HSA Overview 01:51 Base Scenario 03:12 Value of the HSA 04:07 The "Stealth IRA" Scenario 05:05 Additional Considerations Spreadsheet used in this video: https://docs.google.com/spreadsheets/d/1pMlevHEfzT13VnqnotE8S16q5BisZHf4qsRCSnAH5T8/edit?usp=sharing Question? Suggestion for a future video? Email michael@wealthchannel.com ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

HSAs are popular investment vehicles because they offer "triple tax advantages" when used to fund medical expenses.

They can also become a "stealth IRA" for high earners looking to shield more retirement savings from taxes. But just how much wealth can they create?

IN THIS EPISODE
00:00 Introduction
00:15 HSA Overview
01:51 Base Scenario
03:12 Value of the HSA
04:07 The "Stealth IRA" Scenario
05:05 Additional Considerations

Spreadsheet used in this video: https://docs.google.com/spreadsheets/d/1pMlevHEfzT13VnqnotE8S16q5BisZHf4qsRCSnAH5T8/edit?usp=sharing

Question? Suggestion for a future video? Email [email protected]

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1OG5iVzdLak4wZTFaQnBDVE1tTkd3MC4wMTcyMDhGQUE4NTIzM0Y5

The [Surprising] Math Behind The HSA

The 529 Plan is an incredibly powerful vehicle for saving for college. Can this account be "hacked" to save even more money for retirement? In This Episode 00:00 Introduction 00:32 529 As A Stealth IRA? 01:13 Scenario #1 02:09 Scenario #2 02:50 Scenario #3 05:21 Arbitrage Opportunity To access the spreadsheet with all calculations: https://docs.google.com/spreadsheets/d/1du--yf_hTClwLXe_zesERUkWvxVEXhfX5_oTTLKd-0w/edit?usp=sharing Still have questions? Email Michae: michael@wealthchannel.com ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The 529 Plan is an incredibly powerful vehicle for saving for college.

Can this account be "hacked" to save even more money for retirement?

In This Episode
00:00 Introduction
00:32 529 As A Stealth IRA?
01:13 Scenario #1
02:09 Scenario #2
02:50 Scenario #3
05:21 Arbitrage Opportunity

To access the spreadsheet with all calculations: https://docs.google.com/spreadsheets/d/1du--yf_hTClwLXe_zesERUkWvxVEXhfX5_oTTLKd-0w/edit?usp=sharing

Still have questions? Email Michae: [email protected]

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1OG5iVzdLak4wZTFaQnBDVE1tTkd3MC4yODlGNEE0NkRGMEEzMEQy

529 Account To Save For Retirement?

The Roth IRA can create significant tax-free wealth for investors, by eliminating costly tax drags. Perhaps most importantly though, it can also increase the value of other retirement accounts. ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 00:59 The "Fantasy Land" Scenario 01:30 Back To The Real World 02:52 Mechanics Of The Roth IRA 04:18 "Hidden" Benefits Of The Roth IRA 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/roth-ira/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The Roth IRA can create significant tax-free wealth for investors, by eliminating costly tax drags.

Perhaps most importantly though, it can also increase the value of other retirement accounts.

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
00:59 The "Fantasy Land" Scenario
01:30 Back To The Real World
02:52 Mechanics Of The Roth IRA
04:18 "Hidden" Benefits Of The Roth IRA

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/roth-ira/


###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1OG5iVzdLak4wZTFaQnBDVE1tTkd3MC41MjE1MkI0OTQ2QzJGNzNG

How The Roth IRA (Actually) Works | This May Surprise You

What can retail investors learn from Peter Thiel's $5 billion Roth IRA? Asset location matters --- and for some investors, it matters a lot. Making sure your assets are in the optimal location might not sound like a big deal, but it can add up over time ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 00:40 The $5 Billion Roth IRA 02:10 The Greatest Investment Of All Time 03:10 Lessons To Learn 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/thiel-ira/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

What can retail investors learn from Peter Thiel's $5 billion Roth IRA?

Asset location matters --- and for some investors, it matters a lot. Making sure your assets are in the optimal location might not sound like a big deal, but it can add up over time

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
00:40 The $5 Billion Roth IRA
02:10 The Greatest Investment Of All Time
03:10 Lessons To Learn

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/thiel-ira/

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1OG5iVzdLak4wZTFaQnBDVE1tTkd3MC41MzJCQjBCNDIyRkJDN0VD

Lesson From The Greatest Investment Ever

For most Americans, a significant portion of net worth at retirement comes from their 401(k), an employer-sponsored plan with relatively high contribution limits. But most people make one big mistake when thinking about the role their 401(k) will play in their retirement plans: they assume that they will get to keep all of it. ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 01:01 Who Really Owns Your 401(k)? 02:10 What You Can Do About It 04:32 Impact of State Taxes 05:34 Roth Conversions? 05:52 Key Takeaways 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-mistake/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

For most Americans, a significant portion of net worth at retirement comes from their 401(k), an employer-sponsored plan with relatively high contribution limits.

But most people make one big mistake when thinking about the role their 401(k) will play in their retirement plans: they assume that they will get to keep all of it.

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
01:01 Who Really Owns Your 401(k)?
02:10 What You Can Do About It
04:32 Impact of State Taxes
05:34 Roth Conversions?
05:52 Key Takeaways

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-mistake/

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1OG5iVzdLak4wZTFaQnBDVE1tTkd3MC4xMkVGQjNCMUM1N0RFNEUx

The Most Common 401(k) Mistake

Load More...