{"id":147,"date":"2021-06-25T08:29:49","date_gmt":"2021-06-25T12:29:49","guid":{"rendered":"https:\/\/www.whitcomb.com\/?post_type=oi_service&#038;p=147"},"modified":"2021-06-25T08:30:01","modified_gmt":"2021-06-25T12:30:01","slug":"investment-accounts","status":"publish","type":"oi_service","link":"https:\/\/www.whitcomb.com\/what-we-do\/investments\/investment-accounts\/","title":{"rendered":"Investment Accounts"},"content":{"rendered":"\n<p>We work with nearly all types of investment and retirement accounts. Some are individual accounts and others are company sponsored retirement plans. We&#8217;ll determine your needs and then use the tool that fits your&nbsp;situation. After the account type is selected, then we can use the proper investment allocation inside each account as determined by your&nbsp;risk tolerance.<\/p>\n\n\n\n<p><strong>Personal Accounts<\/strong><\/p>\n\n\n\n<p>Trusts<br>Brokerage Accounts<br>Rollover\/Traditional IRAs<br>Roth IRAs<br>Inherited IRAs<br>Custodial: Brokerage, IRA, Roth IRA<br>529 accounts<br>Annuities<\/p>\n\n\n\n<p><strong>Employer Sponsored Plans<\/strong><\/p>\n\n\n\n<p>401k<br>SIMPLE IRA<br>SEP- IRA<br>Deferred Compensation Plans<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We work with nearly all types of investment and retirement accounts. Some are individual accounts and others are company sponsored retirement plans. We&#8217;ll determine your needs and then use the tool that fits your&nbsp;situation. After the account type is selected, then we can use the proper investment allocation inside each account as determined by your&nbsp;risk [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":139,"menu_order":0,"template":"","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_service_cat":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/oi_service\/147"}],"collection":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/oi_service"}],"about":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/types\/oi_service"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":0,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/oi_service\/147\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/oi_service\/139"}],"wp:attachment":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/media?parent=147"}],"wp:term":[{"taxonomy":"oi_service_cat","embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/oi_service_cat?post=147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}