We have a lot of different listeners. Some folks want to learn about tax-loss harvesting, and others would really like to know what the heck a brokerage account is. In this episode, we wanted to go back to basics for all our listeners that want a solid introduction to investing.
In this episode we’re going to spend time talking about the different accounts you can invest in, and what the investments look like inside those accounts. Don’t make the mistake of thinking they are the same thing! The account is merely a shell that tells the IRS how to tax what’s inside. For example, a Roth IRA is not automatically an investment.
In this episode you will learn:
Visit https://thefinitygroup.com/podcast for more information on the show. You can also email the show at podcast@theFinityGroup.com.
For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
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