Types of Accounts

   

Individual
Joint Tenants With Rights Of Survivorship (JTWROS)
Tenants In Common
Transfer on Death (TOD) Individual or JTWROS
Trust Accounts
Custodial Accounts
    -UTMA
    -UGMA
Retirement Accounts:
            IRA’s
            -
          Traditional
            -
          Roth
            -
          Rollover
            -
          Simplified Employee Pension (SEP)
            -
          Simple
            KEOGH
            -
          Profit Sharing Plan
            -
          Money Purchase Pension Plan
            401 K
Coverdell Education Savings Account (ESA)
529 College Saving Plan
Corporation
Investment Club
Partnership and Limited Partnership
Foundation
Estate
Church


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