High Income? Don't Overlook These Savings Vehicles

Morningstar's Christine Benz suggests wealthy investors consider backdoor IRAs, health-savings accounts, and 529 plans to maximize tax savings.

Christine Benz, Jeremy Glaser

Jan 17, 2017

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. Some high-income investors find themselves with a high-class problem: having more savings than tax-advantaged retirement vehicles to put it in. I'm here today with Christine Benz, she is our director of personal finance here at Morningstar. We're going to talk about a hierarchy of where investors who have this much savings should think about putting extra dollars.

Christine, thanks so much for joining me.

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