Financially Simple

In episode 194 of Financially Simple, Justin continues his overview of Investing 101 and takes a look at Non-Qualified Investments. From a personal finance perspective, Non-Qualified investment accounts can have different uses depending on the type of account. Justin goes over the different types of accounts and gives advice on what each account is useful for and what to avoid. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! Complete Transcription: BLOG: Non-Qualifying Investments _________________   TIME INDEX: 00:49 - Non-Qualifying Investments 01:12 - What Does Non-Qualified Mean? 02:03 - Individual Accounts 02:42 - Joint Tenant With Right of Survivorship 06:34 - Community Property 07:12 - Tenants in Common 07:56 - Tenants By Entirety 10:33 - Convenience Account 12:02 - Payable on Death & Transfer on Death 13:17 - Custodial Account 14:22 - Estate Account 15:13 - Conservatorship Account 15:37 - Guardianship Account 15:57 - Wrap Up _________________