Lunch & Learn - Investment Accounts: Understanding Pre-tax, Post-tax and Everything In Between
The US government has encouraged long term savings by offering many different tax breaks for saving. Mark sifts through the various types of accounts offered through employers and to individuals while discussing which accounts may be suitable for different stages of life.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member
. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated. The investment products sold through LPL Financial are not insured MIT Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the MIT Federal Credit Union and are not endorsed, recommended or guaranteed by MIT Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: CA, GA, IL, MA, NH, OH, and RI.
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12:00 PM-1:00 PM ET
Student Center | W20, Room 400
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