Pathfinder Worksheet: What Accounts Should I Consider If I Want To Save More?

Selecting the appropriate account for saving money can at times seem rather simple, and at other times, depending on the situation, feel quite complex. No matter the savings goal, it’s always good practice to give consideration to a number of factors which can be impacted when selecting an account such as taxes, income, liquidity, transferability, etc.

The below checklist provides considerations on several different savings account scenarios and know the QA Team is here to help bring clarity to this process as well. If you have any questions or would like to discuss this topic further, please don’t hesitate to contact your QA advisor. If you’re new to QA, please click here to connect with us.


Wealth Management Advisor



This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.

QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.

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