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

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When a client has a surplus of 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 12/1/2022

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