Optimal Order of Saving for Retirement Accounts… What to Invest in First?

Описание к видео Optimal Order of Saving for Retirement Accounts… What to Invest in First?

In this video, I break down the optimal order of saving for retirement and explain why following this strategy can maximize your wealth in the long run! Whether you're just starting out or fine-tuning your savings strategy, understanding how to prioritize different retirement accounts like the 401(k), Roth IRA, HSA, and more is key to building a solid financial future.

0:00 - Overview
0:24 - 3 Different Assumptions
0:47 - Match & Out 401(k)
2:13 - Roth IRA
5:08 - Maxing Out 401(k) Employee Contribution
6:32 - HSA (Health Savings Account)
9:30 - Mega Backdoor Roth After-Tax
11:43 - Final Thoughts

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