More Than Money

Understanding Different Types of Investment Accounts


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You just decided it’s time to start investing your money but you don’t know what type of account to start with. You've been handed what looks like a menu of options and immediately you regret your decision. It doesn't need to be this way!

Don’t get intimidated by all the choices, just take a few minutes to understand what you are looking for.

Casey Halliley is back to break down some of the most popular types of accounts and what you might want to look into!

Episode Breakdown:

1:25 What are the different types of accounts

1:56 IRAs

3:46 Joint and Individual accounts

4:15 Pre vs post tax

4:44 Rollover accounts

5:44 Investment restrictions

6:40 Business accounts

7:15 Final thoughts

*This episode does not constitute financial advice and is for informational and educational purposes only.

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