COURSE series

Account Types

If you’re like most people, you have a variety of financial goals and often need to determine which accounts to use to meet those goals. In this series we'll explore common account types, coordinating accounts, and making informed choices so that you can feel confident as you build your financial plan.
  • Explore the characteristics of each account type
  • Discover advantages, disadvantages, and opportunities 
  • Manage contributions and distributions
Write your awesome label here.

Course reviews

Keep offering more courses. These sessions are helpful as overviews of financial and retirement planning.
Class Participant
Meet the instructor

Nancy Gates

“Coach Nancy” joined the Boldin team in 2021 after a 30-year career as a Spanish teacher, bringing with her a lifelong passion for teaching and empowering others. She’s become an essential member of the Boldin team, playing a key role in helping shape the direction of the Boldin Planner—the most powerful DIY planning tool available. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
$250
Per Session