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Extensible Markup Language  |  2003-06-18  |  2KB  |  42 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="235" author="sallyh" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Create a SIMPLE IRA account</title>
  6.         <category fLocale="cdn">investing</category>
  7.         <klink type="prcdr">How do I create a SIMPLE IRA account?</klink>
  8.     </index>
  9.     <content>
  10.         <!-- This file included Canadian-specific markup -->
  11.         <ol>
  12.             <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account Setup</emph>.</li>
  13.             <li>Click <emph>Add a new account</emph>.</li>
  14.             <li>When asked what kind of account you want to set up, click <emph>Retirement</emph>, and then click <emph>Next</emph>.</li>
  15.             <li>Type the account name you want, and then click <emph>Next</emph>.</li>
  16.             <li>Click <emph>SEP (for employees)</emph> or <emph>SEP (for self-employed)</emph>, and then click <emph>Next</emph>.</li>
  17.             <li>Follow the instructions on the screen.</li>
  18.             <frgmnt sku="dlxbiz">
  19.                 <li>Go to the <emph>Account</emph> page in the Lifetime Planner.</li>
  20.                 <extend>
  21.                     <tease><showme/></tease>
  22.                     <reveal>
  23.                         <ol>
  24.                             <li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
  25.                             <li>In the left pane, click <emph>Savings & Investments</emph>, and then click <emph>Accounts</emph>.</li>
  26.                         </ol>
  27.                     </reveal>
  28.                 </extend>
  29.                 <li>Click the account you just created, click <emph>Edit</emph>, and then click <emph>Contribution Limits</emph>.</li>
  30.                 <li>Enter the information on each of the tabs, and then click <emph>OK</emph>.</li>
  31.             </frgmnt>
  32.         </ol>
  33.     </content>
  34.     <footer>
  35.         <p><klink type="auvid" href="mnrefSpecialAvi11"/></p>
  36.         <include href="Schedulemypaycheckdeposit.xml#xpointer(*/index/klink)"/>
  37.         <include href="convertaninvestmentaccounttoaretirementaccount.xml#xpointer(*/index/klink)"/>
  38.         <include href="learnaboutretirementaccounts.xml#xpointer(*/index/klink)"/>
  39.         <include href="choosewhichinvestmentaccountstosetup.xml#xpointer(*/index/klink)"/>
  40.     </footer>
  41. </topic>
  42.