Most couples lose over $250,000 in lifetime wealth simply by not optimizing their tax-advantaged accounts order. We fix that.
We tell you exactly which dollar goes where: 401k Match → HSA → Roth IRA → Brokerage.
Leverage spousal IRAs and joint filing brackets to reduce your lifetime tax bill.
See your combined net worth grow in real-time across all accounts.
By coordinating your investment vehicles (e.g., maximizing one partner's 401k match before paying down the other's low-interest debt), couples can effectively earn an extra 1-2% ANNUAL return.
Potential Difference:$135,333
More wealth created just by choosing the right account type.