Accounts

 

Investment Account

• Schwab One Brokerage Account

 

Individual Retirement Accounts

• Traditional IRA

• Rollover IRA

• Roth IRA

• Roth Conversion IRA

• Inherited IRA

• IRA-Beneficiary Distribution Account (BDA)

 

Business Retirement Accounts

• Individual 401(k) Plans

• Corporate 401(k) Plans

• SEP-IRA

• SIMPLE IRA

• 403(b)

• Money Purchase/Profit-Sharing Plan

 

Education

• 529 Plans

• Educational Savings Plan

• Custodial Plans

• Uniform Transfer to Minor Act (UTMA)