Insights

Where to Save Your Next Dollar: Hierarchy of Savings Vehicles

October, 2023

To help you know where to invest your next dollar, use this simple infographic below to learn which savings vehicle – from company retirement plans and IRAs to HSAs and 529 accounts – should receive your next available dollar and in what order.

After all, how effectively you save can be a significant factor in the success of your financial plan!

 

Disclosures: For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article.