5 Simple Questions
5
Are you fully maximizing your family's tax advantaged savings?
1
Do you have a 401k?
To max out pre tax savings and tax free investment growth
Take advantage of employer matching
3
Do your children have?
529 Plans for tax free college savings
UGMAs for tax advantaged savings and non qualified college expenses
Custodial Roth IRAs for tax free growth
2
Do you have an IRA?
To max out pre tax savings and tax free investment growth
4
Does your spouse have?
401k to max out pre tax savings, tax free investment growth and employer matching
IRA or a Spousal IRA to max out pre tax savings and tax free investment growth
Learn more here
plan ahead
Visit the Retirement Planning tool
for your unemployed spouse
For your employed spouse
IRA/Rollover IRA
Accounts
for your children
529 College Savings**
Custodial Roth
UGMA
Taxable Investment Account
401k
Roth 401k/403b/457/SIMPLE/HSA*
Accounts for you
Spousal IRA
401k
Roth 401k/403b/457/SIMPLE/HSA*
IRA/Rollover IRA
*401k/Roth 401k/403b/457/SIMPLE/HSA* plans are employer administered plans
**529 plans are state administered plans
