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
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Course reviews

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

Nancy Gates

Nancy joined the Boldin team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. She has a passion for communication, educating and empowering others, and personal finance. Nancy’s goal is to educate and support the NewRetirement community and others in building financial literacy and improving their financial wellness. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
$250
Per Session