Flowchart of investment plans and funds.

Here is a flowchart of investing options that you might consider. I made this flowchart based on JL Collins' Simple Path to Wealth. The order I selected is based on the fees charged by each plan. FYI: My wife and I are maxing out all of these accounts to prepare for an early retirement of 50 and 52. Let us know if we can answer any questions.








Nothing presented is to be construed as investment advice. Investment advice can be secured from a vetted Certified Financial Planner (CFP®).When working with a CFP®, it is recommended that s/he sign a Fiduciary Pledge. More information, including questions to ask a planner and a downloadable Fiduciary Pledge, can be found here: https://403bwise.org/education/professional

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