6
votes
for example, first contribute your match to 401k, then fund HSA, then fund rest of 401k, then IRA for Roth Conversion, then low cost annuity, then....
Comments: 1
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08 Apr
James HindesYes. For example, I just translated Kitces' article (https://www.kitces.com/blog/hierarchy-tax-preference-savings-vehicle-roth-high-income/) into a series of coaching slides for clients. Would be great to have a flow for this sequence/hierarchy.