annuity

life insurance company's product fixed, variable

life insurance

term insurance universal life variable universal life

long term care

variety of services designed to meet a persons health or personal care needs during short or long period of time

disability insurance

type of insurance that will provide income in the event a worker is unable to perform their work and earn money due to a disability

529 account

tax advantage account that can be used to pay for qualified education costs, including college, k-12, and apprenticeship programs

traditional IRA

individual retirement account pre-tax income to a specific amount each year

SEP IRA

simplified employee pension retirement plan than an employer or self employed individual can establish

simple IRA

savings incentive match plan for employees is a type of tax deferred retirement savings plan

roth IRA

an individual retirement account allowing a person to set aside after-tax income up to a specified amount each year

beneficiary IRA

any persons or entity the owner chooses to receive the benefits of a retirement account or an IRA after she or he dies

transfer on death account

designation lets beneficiary's receive assets at the time of the persons death without going to probate

joint

an account held by one or more person, each individual having the right to deposit and withdraw funds

individual (IRA)

tax advantaged investing tool that individuals use to earmark funds for retirement savings

rollover IRA

funded from a qualified plan example 401k or 403(b) allows you to move funds from your old employer-sponsored retirement plan to an IRA