Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.
Infographic titled "Prioritizing Various Accounts for Maximum Tax Savings" by SYM Financial Advisors. It presents a pyramid hierarchy indicating preferred retirement savings strategies, sorted by tax efficiency. The 2022 contribution limits are displayed for each category.

Prioritizing Various Accounts for Maximum Tax Savings

This video walks through the Hierarchal Pyramid of Savings. Through a clear visual, CFP® and SYM Financial Advisor Amanda Legler walks you through the level of savings to prioritize. It answers questions about what to save, where to save, and what types of accounts to consider in an effort to point toward financial success.

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