Rebalanced.app

Accounts

Empower

$9200

401(k)

Forma

$100

HSA

Robinhood Traditional IRA

$0

Traditional IRA

Robinhood Roth IRA

$3300

Roth IRA

Robinhood Taxable

$7600

Brokerage

Coinbase

$4600

Crypto

Wealthfront Checking

$7200

Checking
Efficient
  • 401(k)
  • Traditional IRA
  • 403(b)
  • Deferred Annuities
  • HSA

Tax-Deferred

Moderate
  • Roth 401(k)
  • Roth IRA

Tax-Free

Inefficient
  • Brokerage
  • CD

Taxable

Untracked
  • Crypto
  • Cash
  • Checking
  • Savings

Taxable