To be fair, the financial advisor works at a credit union that doesn't offer any of the products (401K, IRA or ROTH IRA). I agree with you, her idea seems to make some sense. I was curious to see what people here recommended. In particular I was curious how people would decide how to prioritize and much money to place in each account. My current strategy is to get the 401K match, then ROTH, then max out the 401K before putting anything into other investments. Jonathan
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