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SMU Personalities

Student Loan Support

Take the First Step

SMU Personalities

Student Loan Support

Take the First Step

The Tax-Efficient Waterfall: $0-$150K

A vertical infographic titled "Tax-Efficient Waterfall at Baptist Health" showing financial milestones for income range $0 to $150,000. It features a watercolor stream flowing through various financial stages, including emergency reserve, employer retirement match, debt reduction, emergency fund, health savings account, maximum out 403(b), and maximum out 457(b). Logos of Aptus Financial, Baptist Health, and Baptist Health are at the bottom.

A financial infographic outlining monthly savings plans, including emergency funds, retirement contributions, and health savings accounts, with illustrations of money bags and a water stream flowing from a landmass in the background.

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Office: (501) 481-1450

PO Box 251510
Little Rock, AR 72225

financialwellness@aptusfinancial.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Aptus Financial is a Registered Investment Advisor with the SEC. Additional information about Aptus Financial can be found in its ADV Part 2 Brochure, ADV Part 3 Relationship Summary, and Privacy Policy.