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Investment Accounts: Your Path to Financial Prosperity

There are various investment accounts, depending on your lifecycle and financial goals. Choose investment accounts that advance your goals.

Investment Accounts That Best Advance Your Financial Goals

A standard brokerage account lets you deposit cash to invest in stocks, bonds, mutual funds,  and more.

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1. Standard Brokerage Accounts

Saving for retirement at an early age usually begins with employer-sponsored 401K or Roth 401K retirement account plans.

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2. Retirement Accounts for Everyone

The 529 Savings Plans and Coverdell Education Savings Account are popular savings options, and you can use both for the same beneficiary  if desired.

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3. Education Accounts

Opening a Roth IRA for your children offers flexibility for college, a first home, or retirement savings before they reach adulthood.

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4. Custodial Accounts: Roth IRA, UGMA, UTMA

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