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Investment
The way your assets are held will typically depend on your financial goals. Different types of accounts are tailored to specific objectives, such as general investment accounts, retirement accounts, trusts, savings accounts, and tax-efficient accounts. Strategically structuring your assets across these various accounts, can help effectively allocate investments for specific short-term or long-term needs.
General Investment Accounts
A General Investment Account is a flexible account that allows individuals to invest in a wide range of assets, such as stocks, bonds, mutual funds, ETFs, and other securities. They are flexible accounts with no contribution limits or withdrawal restrictions. General Investment Account are commonly used by investors who want access to their funds and are not seeking specific tax advantages.
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Retirement Accounts
Retirement accounts are specialized investment vehicles designed to help individuals save and invest specifically for their long-term retirement goals. These accounts provide a structured way to accumulate wealth over time, often with tax advantages that could make them an essential component of retirement planning.
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