Free Version

Review Topics
Practice Exams
Try a couple of yoga poses before showing up for your exam. Downward facing buffalo, anyone? Mind the tuft.

Types of Accounts

Types of Accounts

Types of Brokerage Accounts

The first issue that Butch goes over with Tiger is how the accounts will be set up. With many different flavors, The Seven seems to be testing them more and more granularly. Fortunately, this is straightforward stuff but there are two really important things about any type of account that you need to memorize:

First: Accounts are either retirement or non-retirement. The main difference between the two is tax treatment. The IRS likes to get paid, and when you...

Looking for more? Why is this annoying box in the way? It's because you haven't paid for the course yet!

Next: Introduction to Margin  
  Prev: Know Thy Customer

*Securities is a registered trademark of the College Board, which was not involved in the production of, and does not endorse this product.