Non-retirement Accounts-US

Description

Are you interested in learning more about non-retirement accounts? Whether you are a savvy investor looking for greater flexibility in your investments, or a wealth manager/financial advisor looking to add non-retirement investments to your repertoire, you’ll agree that investing can be a daunting task without the right knowledge.

Unlike retirement accounts, non-retirement accounts – also known as taxable investment accounts or brokerage accounts – do not come with specific tax advantages for retirement savings but open up doors to more investing options such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other securities that could help build extra wealth outside of the confines of a 401(k) or IRA plan. It’s an excellent wealth-building option for investors who’ve already maximised their contributions to those tax-advantaged retirement plans to further build their capital.

This course has been designed to give learners the skills and knowledge they need to make the most of their investment portfolio and offers a comprehensive overview of the potential benefits and drawbacks of non-retirement accounts. This course will provide learners with in-depth knowledge and practical insights into this increasingly popular investment choice.

Estimated Time To Complete

Learning Outcomes

By the end of this course, you will be able to