With so many account types, investment options, and the complex tax implications, how do you choose the best ways to save and invest for your future? This session will explore the different ways you can save and invest with an emphasis on understanding the tax implications. The goal is to help you identify the best savings “waterfall”—the order in which you save and how much towards each account

Presenter:

Naya Sou,
Financial Advisor, Forum Financial Management, LP