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CG4971 PDF Custodian's Count of Cash on Hand Uscg  Form

CG4971 PDF Custodian's Count of Cash on Hand Uscg Form

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all right so let's talk about uh some of the jargon in my industry custodians uh accounts and funds oy instead of oh my um okay so I want to just kind of explain like custodians in particular that's not a concept that I think a lot of my clients and people I speak with are familiar with not quite sure what that means or who those people are people are generally familiar with what an account is and uh funds to an extent but I want to talk about how they all fit together so I want to do an overview so let's say here you are and you're taking your money and you're going to put it into an account if we're talking about a bank that account might be something like a checking account or a savings account for example so there are analogs on the investment side you can have like a taxable investment account that's known as like a brokerage account same thing you could have an IRA account you could have a 401k account through work you have a lot of different types of investment accounts and I ju

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