Tax-Advantaged Accounts: Which Account Fits?

Distribute the NIC student activity. Have students review the account-comparison chart and complete the questions in Part 1. Students then apply their understanding to five scenarios involving employer matching, education savings, healthcare expenses, traditional versus Roth tax treatment, and the distinction between an account and its underlying investments. Conclude with the challenge question addressing common misconceptions about Roth IRAs. Review responses using the Coach Answer Key, emphasizing that tax advantages do not guarantee investment returns or protect against losses.