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Retirement Account Decision Tree

Retirement Account Decision Tree

May 7, 2015 Retirement Planning

Choosing what type of accounts to use to save for retirement and how to prioritize their funding can be confusing. Below is a basic decision tree to hopefully make the process a little easier. Self-employed people and certain others have situations that are more complex, but this is an appropriate guide for most investors.

Tags: 401(k) plansRetirement PlanningRoth IRA
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