Retirement Tax Strategy
Account Prioritization
See the order to fund your accounts for the most tax savings.
Match Captured Per Year
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To Your HSA
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To A Roth IRA
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Where Your Dollars Land
💡 What This Means
Account Prioritization Order Calculator
The Account Prioritization Order Calculator shows you which accounts to fund first for the most tax savings. If you have wondered whether to fund a 401k, HSA, or Roth IRA first, this tool gives you the order. You enter your monthly amount, salary, employer match, and HSA eligibility, and it splits your contribution across each account. It captures the full match, then the HSA, then a Roth IRA, then extra savings. Searches for account funding order or where to invest first land here. Use it to put a fixed monthly budget to its best use.