The Money Puzzle

Non Qualified Accounts and Why You Need Them

August 19, 2020 Brian Ramsey, Eric Douglas, and Isaac LaFond Episode 13
The Money Puzzle
Non Qualified Accounts and Why You Need Them
Show Notes

In this episode we discuss the differences between Qualified and Non Qualified Accounts, and why it's so important to have exposure to both in your portfolio.  We also outline some key things to consider when utilizing Non Qualified accounts, what to look out for, and how to best title them.

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