The Wise Investor Show

On this week’s show, The Wise Investor Group discusses the order of Tax-Preferenced Accounts from best to worst for those looking to maximize the benefit of their savings: 1. Triple Tax Free HSAs 2. Double Tax Preferenced Accounts (Traditional 401k, Deferred Compensation plans. and 529 Savings Accounts) 3. Tax Free Roth IRAs (backdoor Roth IRAs for higher net worth) 4. Mega Back Door Roth IRAs 5. Single Tax Deferred Accounts (Annuities, buy and hold growth stocks) To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.