Tax Strategy
GPF 204 · Module 2
This module focuses on legal strategies for reducing taxes and improving long-term wealth-building. Students learn how tax-advantaged accounts, tax-loss harvesting, and HSAs can make saving and investing more efficient.
Lessons in this module
Tax-Advantaged Accounts
Tax-advantaged accounts help you save, invest, or pay for healthcare with special tax treatment. This lesson compares 401(k)s, IRAs, Roth accounts, and HSAs as planning tools.
Tax-Loss Harvesting
Tax-loss harvesting uses investment losses in taxable accounts to offset gains and sometimes ordinary income. This lesson explains how harvesting works, the wash sale rule, and when the strategy is useful.
The HSA Triple Tax Advantage
An HSA is more than a healthcare spending account. This lesson explains eligibility, qualified medical expenses, the triple tax advantage, and how an HSA can support both current healthcare and long-term retirement planning.
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