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
CleverAlpha Asset Management, LLC's online retirement calculator is provided for informational purposes only and is not intended as financial or legal advice. While we strive to ensure accuracy, we cannot guarantee that the calculator's results will be applicable to individual circumstances. Users should consult with a qualified tax advisor before making any retirement account contribution decisions. This calculator does not predict or guarantee future investment performance and is not an offer or solicitation for investment services.
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
IRA/Rollover IRA
401k
Roth 401k/403b/457/SIMPLE/HSA*
*401k/Roth 401k/403b/457/SIMPLE/HSA* plans are employer administered plans
**529 plans are state administered plans
