How can we help?

Account Type Summary

Follow

This video is a brief introduction to the many different account types that are available for use in Spending Game 3.0.

 

 

 

 

Please see the following video links for a deeper explanation of each of the account types:

Cash Inflow Account

Taxable Account

Tax Deferred - Before Tax Account

Tax Deferred - After Tax Account

Tax Free Account

Note Receivable Account

Annuity Account

Property Account

Installment Loan Account

Revolving Credit Account

Permanent Life Insurance Account

Term Life Insurance Account

Cash Outflow Account

 

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk