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Posted on 10/22/23 at 3:27 pm to
Posted by TorchtheFlyingTiger
1st coast
Member since Jan 2008
2182 posts
Posted on 10/22/23 at 3:27 pm to
Fund a spouse Roth IRA before taxable brokerage.
Max your HSA but pay medical expenses out of pocket. Keep HSA invested to gro tax free. It is best account going w triple tax advantage (no tax contributions, tax free growth, and tax free withdrawals). Save medical receipts and take tax/penalty free withdrawals in future.
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