Briefly introduce the concept that different account types have different features and benefits. |
I realize deciding which types of accounts to use in your savings plan can be complicated. Most advice is focused on investment choices and rates of returns. However, there are other key factors that will impact your savings plan, and the choices you make around tax treatment and access may be just as important. Comparing your choices and seeing the differences side by side can be helpful. |
No math presented on this screen. |