Account Types

3. This IRA is a pre-tax retirement savings account
6. The credit bureau we use for our soft background checks
7. Transfer to this department to discuss in-depth questions about account types
10. An account with two or more owners who have undivided interest
13. An account with two or more owners with specified interest, Tenants __ ______
15. Irrevocable gifts to minor are deposited into these accounts
16. This IRA was designed for distributions from a QRP
18. We are required to gather certain ________ information to open an account for a client.
19. This IRA is a small business plan with irregular employer contributions
20. Standard brokerage account with one owner

1. To close an account, it must be ____.
2. On the Relationships tab, this color indicates a closed account
3. Used to transfer assets to one or more recipients
4. While unlicensed, you are limited to these when educating clients about account types
5. On the Relationships tab, this color indicates an open account
8. An account with a $2,000 limit for education expenses
9. Managed by a court appointed person
11. This IRA is a small business plan with matching contributions
12. Qualified distributions are tax free from this IRA
14. A common restriction that can prevent a client from logging in, identified by FA in A2C Alerts
17. Uniform ________ to Minors Act in UTMA