Investment Accounts

• Individual Retirement Accounts (IRAs)

  
  • Earn dividends and save for retirement
  • Tax deductible or tax deferred
  • Traditional and Roth available

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• Simplified Employee Pension (SEP) IRAs

  
  • Dividend-bearing retirement account
  • For self-employed and small businesses
  • Easy to get started and run

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• Coverdell Education Savings Accounts (CESA)

  
  • Save for a child's college education
  • Dividends grow tax free
  • Don't have to be related to recipient

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