Misc Topic 1 - Slides 01-17 - Account Types

Often, new investors will confuse the type of the account with the investments that are held in the account. This presentation will describe the various account types with an emphasis on long-term oriented retirement accounts such as Roth IRAs and 401(k) employer-sponsored plans. We look at the advantages and the restrictions placed on tax-qualified accounts. We also spend a few moments discussing annuity products offered by insurance companies.

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