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What is a non-retirement investment account?

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A complement to retirement savings accounts, non-retirement investment accounts offer unique benefits and features. If you're looking for a holding place for your money, investing for the longer term, or supplementing your retirement savings, you could benefit from our low minimum account requirements and broad investment selections. read more

It’s an account that is commonly referred to as a Brokerage, Joint, Trust, Retail, Investment, or Taxable account. It holds financial assets that are purchased with money that has already been taxed. read more

Non-Retirement Accounts—Possible Tax Advantages. When you withdraw money from your non-retirement investments, taxes are usually less than when you take money out of a retirement account. One reason is because you will have basis in these assets. Basis is the money you paid into an investment. read more

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