When you are ready to begin your Ellevest plan and fund your individual goals, your investments will be held in one or more types of accounts. Currently, you can open individual accounts (aka a taxable investment account) as well as retirement accounts (traditional, Roth, and SEP IRAs).
Taxable investment accounts refer to the following goals:
- Build Wealth
- Retirement – investment account
Retirement accounts refer to the following goals:
- Retirement - IRA