When an investor has a surplus cash on hand that they want to save for the future, they often need help identifying all of the different account types to consider.
This checklist provides a structured outline to guide 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