We aspire to help you build a personalized financial plan based on the specific investment goals you’re trying to reach. Within each of your taxable legal accounts, you can set multiple goals, each with a different time horizon and target amount. Legal Account Types Taxable Personal Taxable Account Can contain multiple goals Joint Taxable Account Can contain multiple goals. Trust Taxable Account Can contain multiple goals IRA Traditional IRA Roth IRA SEP IRA Inherited Traditional IRA Inherited ...