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A Hierarchy for Retirement Savings
Morningstar 
Aug. 4, 2025 "1) Invest enough in a 401(k)/other company retirement plan to earn matching contributions.... [2] Invest in an IRA.... [2a] Invest in a spousal IRA.... [3] Invest in your company retirement plan up to the limit.... [4] Make health savings account contributions up to the limit.... [5] Make aftertax 401(k) contributions to the limit.... [6] Invest in a taxable account." MORE >> |
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