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