The Father and Son Financial Planning Team Podcast by Stokes Financial Group Podcast
The Father and Son Financial Planning Team Podcast by Stokes Financial Group
Skyler Stokes, CRPS®
006: Types Of Accounts - episode of The Father and Son Financial Planning Team Podcast by Stokes Financial Group podcast

006: Types Of Accounts

25 minutes Posted Aug 10, 2018 at 2:46 pm.
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IRA? Checking? Qualified? Non-Qualified?
What are all of these types of accounts and what do they mean?
In this episode, we help uncover the differences between a variety of accounts. We'll answer what the purposes are to have one account over another, how to open them and some of the simplicities behind each one. Because there are rules and regulations for each account, this is a broad overview of how the accounts are set up and the key points to each. We'll dive into them individually and give you more details on how they work at a later date.
Enjoy!