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
Intro to CleverAlpha
What's a Robo?
The Investment Algorithm
plan ahead
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
