Learn the optimal order for prioritizing your investment accounts to minimize taxes and maximize wealth.

0:00 Intro
0:07 High-Yield Savings Account
0:56 401k Match
1:23 Employee Stock Purchase Program (ESPP)
2:11 Health Savings Account
3:26 401k / Roth 401k
5:11 Mega Backdoor Roth 401k
6:35 IRA / Roth IRA
7:27 Taxable Brokerage
9:31 Alternative Investment Vehicles

Disclaimer: This video is for educational purposes only and should not be considered tax or investment advice. Please consult a qualified tax and investment professional for personalized advice regarding your specific situation.
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My name is Andy Krafft. I'm a CPA and Certified Financial Planner® who works with business owners and real estate investors to help them pay less taxes, build more wealth, and achieve financial independence.

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