Apprenticeship Blog Post 2 ish by AMANDA

So I kinda missed last weeks blog post but as of last week, I learned a few things. I learned about different accounts and the paperwork needed for each. If you see a prime brokerage agreement within the paperwork for a certain account, you know that the account is a DVP account. I learned that there are many different retirement accounts and that even though they are similar, they are most definitely different. An IRA is different than a SEP IRA or a ROTH IRA even though they are all retirement accounts. I learned that dealing with wills and the money of the deceased in regards to their account is a lot more complicated than I initially thought it would be and requires a lot of paperwork and communication with clients. WELL ~ that’s it basically….FOR NOW…. DUN DUN DUNNNNNNNNN

Advertisements

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s