The Tax-Efficient Waterfall: $400K+

Flowchart titled "Tax-Efficient Waterfall at Baptist Health" with income level $400,000+ on top. The flowchart includes steps for financial planning such as emergency reserve, employer retirement match, debt reduction, health savings account, maximum contributions, Roth IRA, and taxable brokerage. Logos of Aptus Financial, Baptist Health, and Baptist Health logo are at the bottom.
A financial infographic titled 'Month By Month Breakdown' illustrating a person's retirement savings plan. It includes sections on emergency reserves, employer retirement matches, high-interest debt reduction, health savings account, Roth conversions, and taxable brokerage, with corresponding dollar amounts and descriptions.

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