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Managed Accounts: A New White Paper from Transamerica
November 17, 2023
Transamerica today announced the availability of its latest white paper, "Managed Accounts: A Comprehensive Guide to Understanding and Utilizing Managed Accounts."
The white paper thoroughly explores managed accounts, a type of investment account that is professionally managed and tailored to meet an investor's needs and objectives. It outlines the numerous benefits of managed accounts, including personalized investment strategies, continuous monitoring, and enhanced risk management.
In addition to providing a detailed overview of managed accounts, the white paper emphasizes their role in retirement planning. It illustrates how these accounts can help investors reach their retirement goals. The guide also explains how managed accounts can provide a more proactive approach to investing, an advantage for those who may not have the time or expertise to manage their investments.
Transamerica's new white paper is an invaluable resource for anyone interested in understanding managed accounts and their role in seeking to achieve financial success. It aligns with Transamerica's mission to help people live their best lives by providing them with the resources and knowledge to make informed financial decisions.
To download the white paper, click here.
Stay connected with Transamerica for more valuable resources to help individuals navigate their financial journey confidently.