January - Accounts Aligned
Ensure your assets are in the right location.
Savings account, 401(k), Traditional IRA, Roth IRA, HSA, Brokerage account…the choices are endless. We set this time aside to ensure you are saving, not just the right amount but in the right location.
Placing funds in the right location can influence current and future tax obligation, liquidity, investment options, creditor protection, and a myriad of other important factors. We review your account options and assign your dollars the account to go to so they are being put to their best use.