investing for women | Intentional Money

A woman at a sunroom desk places a seed packet into a sage tin labeled Retirement, beside tins labeled Health, Education, and Taxable, illustrating different accounts for different goals

Tax-Advantaged Accounts: Why Use Them Instead of a Regular Brokerage Account

Why use retirement accounts instead of a regular brokerage account? How tax-advantaged accounts work, how to reach the money early, and when taxable wins.

Foundations

Elizaveta Shafir

Oct 710 min read

A woman pours from a mint jar labeled After-tax into a plum jar labeled Roth, beside a sage jar labeled Pre-tax, illustrating a mega backdoor Roth conversion

The Mega Backdoor Roth: How Some 401(k) Plans Let You Put Far More Into Roth

Some 401(k) plans let you move tens of thousands of dollars a year into Roth through after-tax contributions. Here's how the mega backdoor Roth works and how to check your plan.

Wealth Building

Elizaveta Shafir

Oct 213 min read

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Tax-Advantaged Accounts: Why Use Them Instead of a Regular Brokerage Account

The Mega Backdoor Roth: How Some 401(k) Plans Let You Put Far More Into Roth

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