· Retirement Accounts
o Individual Retirements Accounts (IRAs)
Rollover IRA
Traditional IRA
Roth IRA
Beneficiary/Inherited (Stretch) IRA
o Business Plans
401(k)
SEP-IRA
SIMPLE IRA
· Investments
o Mutual Funds & Exchange-Traded Funds (ETFs)
o Advisory Accounts
o Annuity Investment Alternatives
Fixed
Immediate
Variable
o Stocks
Common & Preferred
o Fixed Income
Certificates of Deposit (CDs)
Bonds
Tax-Free Municipal
U.S. Treasury
Corporate
Education Savings
o 529 Plans
o Coverdell Education Savings Accounts
o Custodial Accounts
· Insurance
o Life Insurance
o Long Term Care Insurance
o Disability Income Insurance
