Available Account Types

Here at Trifecta, we find that “Account Type” can mean more than one thing to investors.

People are often unaware that “Account Type” does not dictate what money can be invested in.

For example, you might have an IRA that is also an Annuity, or a Roth IRA that is also a Brokerage Account. And each of these can be invested in the same and/or different holdings.

Both a differentiation and interconnection exists between “Account Types” and the investments each account holds.

Plus, taxes are always an important consideration when it comes to choosing the right account type to fit your needs. Trifecta Financial will help you understand what to choose.

As an example, here are some of the account types and available investments we offer for clients.*

*please note this is not an extensive list. If there’s something else you’re looking for not listed here, give us a call and we’ll discuss your options.