Sentences with phrase «for standard brokerage accounts»

This means it is very important that you select tax - efficient investments for standard brokerage accounts.

Not exact matches

When I moved to a full - service brokerage, we had software that would generate detailed performance reports for clients, but I had to go into the system and do this manually: the standard client account statements still didn't include them.

Now for the next dilemma I was facing, whether to save for college in a 529 plan or a standard brokerage account.

The other dilemma I face is whether to save for college in a 529 plan or a standard taxable brokerage account?

When you open a brokerage account with E * Trade, the most you'll pay is for $ 9.99 per stock or option trade, which is the standard commission — this has gone down $ 3.00 in the last two years as E * Trade has responded to changes in the financial landscape (e.g. the crisis).

We've had Roth IRAs for several years but opened a (standard) brokerage account about 1.5 years ago.

Since an IRA is a type of designation applied to standard accounts they can be cashed out similar to a brokerage account or other investment account however additional forms may be required for filing with the Federal Government.

I already use Fidelity for my 401k and individual brokerage account so I'm pretty attracted to this idea of using Fidelity and dropping any standard «bank» account.

For example, REITs are required to pay high dividends, so if you keep REITs in your standard brokerage account, you'll incur hefty dividend taxes.