Account Funding Priorities

Even though there is some political and tax uncertainty this year, our funding priorities remain nearly identical to last year on purpose.

A savings waterfall helps investors navigate the financial complexity available to them.

A savings waterfall is a tool to help investors prioritize savings goals and allocate funds appropriately.

Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

Which account you should fund depends on your circumstances, but here are some general guidelines you can follow to make your decision.