What accounts to consider if you want to save more

Written By Jenny King

When you might have a surplus of cash on hand that you want to save for the future, this checklist will help in identifying all of the different account types to consider. This checklist provides a structured outline to guide you in 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

Jenny King
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