I Can Save More..Where Should I Put My Savings?

In this week’s workshop “I Can Save More..Where Should I Put My Savings” we discuss the different types of tax-efficient accounts you can use for additional savings.

Most folks we speak with are typically putting nearly 100% of their savings in a pre-tax 401(k)/403(b) or other workplace plan.

Diversification is a good thing. Just like you have heard about investment diversification, you may also want to consider “tax-diversification.”

Enjoy this week’s workshop and let us know what you think. Will you be contributing any differently after watching?