Katherine Fox

CFP®, Investment and Philanthropic Advisor at Arnerich Massena
On the record
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  • "Where you save is just as important as how much you save," said Fox. "Focus on maxing out all tax-deferred accounts first."

    Tax-deferred accounts include things like an IRA or Roth IRA, 401(k) and 403(b) plans, and health savings accounts (HSA).

    "Once you have maxed out contributions to all of these accounts based on your age and income level, then open and start funding a taxable brokerage account with any additional savings," added Fox.

    21 January 2022
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