Accounts You Should Consider to Save More
When you have a surplus of cash on hand that you want to save for the future, we often need help identifying all of the different account types to consider. This checklist provides a structured outline to guide your conversations around available and appropriate saving strategies. It covers accounts across the following categories:
- Foundational Savings
- Healthcare Savings
- Retirement Savings
- Employer-Provided Benefits
- Business Owner Savings
- Accounts To Help Future Generations
- Tax-Deferred Insurance Options
- Other Account Considerations
Updated for 11/15/2021
