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.
NewRetirement Student
Meet the instructor

Nancy Gates

Nancy has a lifelong passion for educating and empowering others around financial wellness. She joined the Boldin team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. Grateful for the opportunity to be a member of the Boldin team and community, her goal is to support you in leveraging the Boldin platform to its fullest potential, feel confident in your financial decisions, and enjoy the life of your dreams.
Schedule a 1:1 Coaching Session
$250
Per Session