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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.

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”).  SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

 

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