| 14 | Description | #Bank | #Investments | #Retirement | A tax-deferred, employer-sponsored investment and savings plan for employees. Oftentimes, the employer will match personal contributions in part or in full. | A tax-deferred, employer-sponsored investment and savings program available to employees of schools, colleges, and other non-profit organizations. Similar to a 401(k) program. | This "Individual Retirement Account" is a tax-deferred savings vehicle. If you or your partner have earned income, you may be eligible to establish one of these accounts. There are limitations, however, and some or all of your contributions may be tax deductible. | A tax-deferred retirement savings plan available to sole proprietors and self-employed partners. A Keogh can be set up as a profit sharing plan, a money purchase plan, or a combination plan. Note: Incorporated businesses can not establish Keoghs. | Smaller companies often use "Simplified Employee Pension" plans. Use this account type if you are an employee and participate in a SEP, SAR-SEP, or a SIMPLE plan, or if your employer contributes to one of these for you. | This self-managed "Simplified Employee Pension" plan is most often used by smaller companies. The accounts generally have higher contribution limits. Use this account type if you are self-employed and have a SEP, SAR-SEP, or a SIMPLE plan. | A tax-deferred savings plan for regular employees that doesn't exactly match one of the other account types in this list (for example, ESOP or Section 457 plan). | A tax-deferred savings plan for self-employed individuals that doesn't exactly match one of the other account types in this list. | Contributions to this new "Individual Retirement Account" are not tax deductible. However, distributions can be taken tax-free with some limitations. In order to participate, you must meet IRS income guidelines. | This tax-deferred savings plan is available to employees of schools, colleges and certain non-profit organizations. Contributions are pre-tax; however, distributions are subject to tax, unless they are rolled over into an IRA or another tax-deferred annuity. | #unknown | #EDUCATIONIR |
| 15 | TimeStamp | #Bank | #Investments | Do you want to use the limits for this retirement account that were accurate as of 6/1998? | Do you want to use the limits for this 401(k) that were accurate as of 6/1998? | Do you want to use the limits for this 403(b) that were accurate as of 6/1998? | Do you want to use the limits for IRA that were accurate as of 6/1998? | Do you want to use the limits for this Keogh that were accurate as of 6/1998? | Do you want to use the limits for this SEP that were accurate as of 6/1998? | Do you want to use the limits for this SEP that were accurate as of 6/1998? | Do you want to use the limits for this account that were accurate as of 6/1998? | Do you want to use the limits for this account that were accurate as of 6/1998? | Do you want to use the limits for this Roth IRA that were accurate as of 6/1998? | Do you want to use the limits for this Tax-Deferred Annuity that were accurate as of 6/1998? | Do you want to use the limits for this retirement account that were accurate as of 6/1998? | Do you want to use the limits for this Education IRA that were accurate as of 6/1998? |
