Investment Accounts

After-tax Contributions: Post-tax Investments for Retirement and Savings
Contributions made from income that has already been taxed, used in various savings and investment accounts that offer distinct benefits and implications based on taxation, withdrawal rules, and overall financial planning.
Fee-Based Accounts: Definition and Overview
Fee-based accounts are investment accounts where a financial advisor earns compensation primarily through fees rather than commissions. These accounts align the advisor's interests with those of their clients, encouraging unbiased and client-centered advice.
Separately Managed Accounts (SMAs): Individual Investment Accounts Managed by Professional Asset Managers
Separately Managed Accounts (SMAs) offer individualized investment portfolios tailored to high-net-worth clients, managed by professional asset managers. Learn about their details, advantages, and comparisons to mutual funds and ETFs.
Book-Entry Securities: Digital Financial Instruments
Book-Entry Securities are financial instruments that exist solely in electronic form and do not have physical certificates. These include various types of bonds, stocks, and other securities recorded and tracked through computerized systems.
Universal Variable Life Insurance: A Hybrid Financial Instrument
A comprehensive look at Universal Variable Life Insurance, a hybrid financial instrument combining features of Universal Life Insurance and Variable Life Insurance. We explore its structure, benefits, risks, and investment opportunities.
Variable Life Insurance: Comprehensive Guide, Tax Benefits, Differences from Term Life
Explore the intricacies of variable life insurance, including its definition, tax benefits, and differences from term life insurance. Learn about its features, advantages, and how it compares with other life insurance products.

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