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 5 Simple Questions

5

Are you fully maximizing your family's tax advantaged savings?

for your unemployed spouse

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For your employed spouse

IRA/Rollover IRA

Accounts

for your children

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529 College Savings**

Custodial Roth

UTMA/UGMA

Taxable Investment Account

401k

Roth 401k/403b/457/SIMPLE/HSA*

Accounts for you

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Spousal IRA

IRA/Rollover IRA

*401k/Roth 401k/403b/457/SIMPLE/HSA* plans are employer administered plans

**529 plans are state administered plans

401k

Roth 401k/403b/457/SIMPLE/HSA*

Learn more here

An Introduction to the CleverAlpha Platform
Intro to CleverAlpha
01:23
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Intro to CleverAlpha

What's a Robo?
00:52
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What's a Robo?

The Investment Algorithm
01:02
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The Investment Algorithm

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Taxes are not your friend

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Fees are not your friend

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Why a Custodial Roth IRA?

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.

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

UTMA/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

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