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Investment accounts

Retirement accounts don’t have to be confusing. In this video, I break down the major retirement accounts on one whiteboard 401(k), Roth IRA, Traditional IRA, SEP, SIMPLE, Solo 401(k), and more using the updated 2026 contribution limits. You’ll learn: • The difference between tax-deferred vs tax-free investing • How much you can contribute to each account • Which accounts give tax breaks today vs tax-free income later • How to build the two retirement tax buckets everyone should have If you want to take control of your financial future, this is the foundation.