Where Can Money Go?

Income

W-2

1099

Minus

Social Security

Medicare Tax

Pre-Tax Options

401K

HSA

Traditional IRA

FSA

Minus

Federal Tax

State Tax

City Tax

Real Estate Tax

Post-Tax Options

Accounts

Checking Account

Savings Account

CDs

Brokerage Account

Roth IRA

Equities

Individual Stocks

ETFs

Mutual Funds

Bonds

Treasury Bonds

iBonds

Corporate Bonds

Convertible Bonds

Municiple Bonds

Bond ETF

Bond Mutual Funds

Insurance

Health Insurance

Home Insurance

Renter's Insurance

Car Insurance

Disability Insurance

Malpractice Insurance

Life Insurance

Umbrella Insurance

Real Estate

Mortgage

REIT

Derivatives

Options

Futures

Forwards

Swaps

Currencies

Foreign Exchange

Bitcoin

Ethereum

Altcoins

Commodities

Commodity ETFs

Commodity Mutual Funds

Trusts

Revocable Trust

Irrevocable Trust

Other Private Funds

Angel Investment

Venture Capital

Private Equity

Private Credit / CLO

Debt Repayment

Credit Card Debt

Student Debt

HELOC

Personal Loans