What Accounts Should I Consider If I Want To Save More?

When a client has a surplus cash on hand that they want to save for the future, they often need help identifying all of the different account types to consider. This checklist provides a structured outline to guide your client conversations regarding available and appropriate saving strategies It covers accounts across the following categories:

  • Foundational Savings
  • Healthcare Savings
  • Retirement Savings
  • Employer-provided Benefits
  • Business Owner Savings
  • Accounts To Help Future Generations
  • Tax-Deferred Insurance Options
  • Other Account Considerations


Updated for 11/15/2020