Non Qualified Accounts and Why You Need Them

19/08/2020 50 min Episodio 13
Non Qualified Accounts and Why You Need Them

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Episode Synopsis

Send us a textIn 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.Check us out at www.familywealthplanningpartners.com for more information or to schedule a meeting!Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram