Stock Investing
401K, Roth IRA, HSA, taxable brokerage (bonus)
Scroll down to complete Trailmix Wealth community polls and activities related to this lesson!
Activity 1: Calculate Your Coast FI Number
Total up what's already invested for retirement (401k + Roth IRA + brokerage), plug in your current age, and see what it'll grow to at 59.5, 65, 70, and 75 assuming 8% annual growth and zero new contributions.
Enter your current retirement balance and age above to see your Coast FI projections.
Activity 2: Your Order of Operations
Four quick questions to build your personalized account funding order: 401(k) match → HSA → IRA → 401(k) max → taxable brokerage.
Michael's book pick for this topic is on the way. In the meantime, browse the full bookshelf.
Visit the Bookshelf →Try These Calculators
Related Tools & Resources
Platforms Michael uses that are relevant to this lesson. These are affiliate links to support our work bringing free, advanced wealth-building education to all.
Sequence
The money-routing app that automatically splits every paycheck across your bills, savings, and investments.
Trust & Will
Set up your will, trust, and estate plan online in minutes — the simple way to protect your family and your assets.
Chase Sapphire
The travel rewards card I use to turn everyday spending into points, with a big welcome bonus on the Sapphire Preferred.