Playbook School of Wealth

Featured

Average American retirement savings: Is your strategy on track?

The average ($260K) and median ($80K) retirement savings are a good way to check if your savings are falling behind or ahead of schedule. Compare your strategy and average balances by age to adjust your goal and savings.

Written by

Theo Katsoulis, CFA

Head of Investments

Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.

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Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

May 30, 2024

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5 min. read

Featured

Tax-deferred vs. tax-exempt: retirement accounts & planning

Tax-deferred accounts generally give you a tax break today, while tax-exempt accounts help you avoid taxes in the future.

Written by

Phil Wettersten, Series 7 & 66

Head of Product Success

Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

June 27, 2024

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8 min. read

Featured

How to start a 401(k) and start saving this week [for employees]

Starting a 401(k) retirement plan is relatively straightforward if your job offers one — you might even be automatically enrolled. But there’s more to know about your investment options, fees, and taxes.

Written by

Theo Katsoulis, CFA

Head of Investments

Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

July 1, 2024

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7 min. read

Featured

How to avoid capital gains tax on stocks: 7 key strategies

With the right investment strategies and financial planning, you can legally reduce and even avoid paying capital gains taxes on stocks.

Written by

Theo Katsoulis, CFA

Head of Investments

Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

July 8, 2024

•

8 min read

Featured

Differences between IRA vs. 401(k) + which is right for you

An IRA is independently owned, while a 401(k) is employer-provided. Their contribution limits, tax advantages, and individual perks vary, so learn more about how to stack these tax-advantaged accounts for your retirement.

Written by

Phil Wettersten, Series 7 & 66

Head of Product Success

Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

June 27, 2024

•

7 min. read

School of wealth

Average American retirement savings: Is your strategy on track?

Tax-deferred vs. tax-exempt: retirement accounts & planning

How to start a 401(k) and start saving this week [for employees]

How to avoid capital gains tax on stocks: 7 key strategies

Differences between IRA vs. 401(k) + which is right for you

Student loan payments are partially tax deductible — if you qualify

How to transfer 401(k) to a new job: 6 steps to move your savings with confidence

15 best tips for high earners to reduce taxable income (2024)

IRA rollover vs. transfer: Which option is best for your wallet?

How to find old 401(k) accounts + what to do with them

The founding father of F-you money.

Building wealth with the 50-30-20 rule.

What’s the deal with art investing?

Explore categories

Average American retirement savings: Is your strategy on track?

No, you can’t borrow from an IRA. But you have other options

How to check your 401(k) balance: Online, phone, and more

Should I max out my 401(k)? Strategic contribution tips

Tax-advantaged accounts: Types + wealth-building benefits

What is a nondeductible IRA? Who’s eligible + is it worth it?

Differences between 401(k) vs. 403(b): Which nest egg’s best?

Which is best: Solo 401(k) vs. SEP IRA (+ how to choose)

Using 401(k) to buy a house? You can, but shouldn’t

How much money do you need to live off interest comfortably?

Liquid net worth: What it is + how to calculate

15+ Gold star assets that make you rich

Is tax-loss harvesting worth it? Yes — for certain investors

How much does the average American pay in taxes? [2024]

Student loan payments are partially tax deductible — if you qualify

Pre-tax vs. after-tax: Which benefits your wallet most?

Asset vs. wealth management: Differences + Who to hire

Wealth manager vs financial advisor: decoding key differences

Financial planner vs advisor: which one to choose?

10 Types of financial advisors + how to choose which you need

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It’s hard to beat the market, but it’s easy to beat the tax man.

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