Tax Advantaged Investment Accounts

1. For Retirement

1.1. Individual Retirement Arrangements (IRAs)

1.1.1. Traditional IRAs

1.1.2. Roth IRAs

1.1.3. SIMPLE IRA (Savings Incentive Match Plan for Employees)

1.1.4. SEP IRA (Simplified Employee Pension Plan)

1.2. Defined Contribution Plans

1.2.1. Profit-Sharing Plans

1.2.2. 401 (k) Plans

1.2.3. 403 (b) Tax-Sheltered Annuity (TSA) Plans

1.2.4. 457 (b) Plans

1.2.5. Money Purchase Plans

1.2.6. ESOPs (Employee Stock Ownership Plans)

1.3. Defined Benefit Plans

1.3.1. Traditional Defined Benefit Plans

1.3.2. Cash Balance Plans

2. For Education

2.1. 529 Plans / Qualified Tuition Programs (QTP)

2.2. Coverdell Education Savings Account (ESA)

3. For Medical Expense

3.1. Health Savings Accounts (HSAs)