Financial Community - P251004

Tech and general information

Brokerage Account – A taxable investment account where you can buy and sell investments, including stocks, bonds, mutual funds, and ETFs, excluding an individual retirement account (IRA) or employer-sponsored retirement account such as a 401(k) or 403(b).

Cash Management Account – This is a cash account that combines services and features that are similar to checking and/or savings accounts (including the ability to write checks, pay bills, and transfer funds) under one product. CMAs may be offered by financial service providers other than banks (such as brokerage firms)

College Savings Account – Investment accounts such as 529 or UGMA/UTMA plans used for college savings. These are different than a savings account where you may be saving money for college

Individual Retirement Accounts (Roth, Traditional or Rollover IRAs) – A type of individual retirement account which allows tax-free or tax-deferred growth on the investments you hold in the account

Cryptocurrency Account – An account that allows you to purchase, sell, and trade cryptocurrencies, i.e., Bitcoin, Ethereum, etc.

Health Savings Account – Tax-advantaged account created for individuals covered under high-deductible health plans (HDHPs) to save for qualified medical expenses

Employer sponsored retirement account - These may include a 401(k), 403(b), or 457 plans

Financial Community - P251004

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