Page 8 - Financial Recovery Workbook

Plan to Prosper
3 “Buckets” for Saving
Short-Term
$2000 Emergency Fund
Types of Investments
Employer Sponsored
(401k, 403b, 457, TSP)
Tax Deferred Company Match
Limited Options Limited Control
Evaluate Financial Plans
Overall Strategy
Offense & Defense Fees & Performance Customer Service
Mid-Term
3-6 Months Expenses
College House
IRA
(Traditional / Roth)
• Tax Deferred / Tax Free • No Company Match
• 1000s of Options • 100% Control
Long-Term
Retirement
•
•
•
•
1.
2. 3. 4.
Annuity
(Fixed, Indexed, Variable)
• Tax Deferred
• No Company Match
• Less Risk or No Risk • No fees for many
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