Taxable Accounts

[Video] How Taxable Accounts Work

July 12, 2017

STEPHEN SMALENBERGER, EA There are only three types of accounts: Taxable Tax-Deferred Tax-Free Let’s jump in and look at the first, Taxable. The accounts in this registration category include the following: Checking Savings Individual Joint Trust The movement of money within the type of account is seen below:           Who are…

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What's in your Toolbox?

What’s In Your Toolbox? (Part 2)

March 29, 2017

Written By: Steve Smalenberger, EA The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Taxable Tax-Deferred Tax-Free Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great…

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