Sentences with phrase «broker in a taxable brokerage account»

Examples include purchasing directly from a fund company, via a broker in a taxable brokerage account, or inside another tax deferred pension plan such as an IRA.

Not exact matches

Jason Hall: 529 plans are different from other kinds of personal investing accounts, such as taxable brokerage accounts and traditional and Roth IRAs, where you can pretty much invest in anything that your broker offers.
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