Accounts

529 string Tax-advantaged college savings and prepaid tuition 529 plans (US) 401a string Employer-sponsored money-purchase 401(a) retirement plan (US) 401k string Standard 401(k) retirement account (US) 403B string 403(b) retirement savings account for non-profits and schools (US) 457b string Tax-advantaged deferred-compensation 457(b) retirement plan for governments and non-profits (US) brokerage string Standard brokerage account cash isa string Individual Savings Account (ISA) that pays interest tax-free (UK) crypto exchange string Standard cryptocurrency exchange account education savings account string Tax-advantaged Coverdell Education Savings Account (ESA) (US) fixed annuity string Fixed annuity gic string Guaranteed Investment Certificate (Canada) health reimbursement arrangement string Tax-advantaged Health Reimbursement Arrangement (HRA) benefit plan (US) hsa string Non-cash tax-advantaged medical Health Savings Account (HSA) (US) ira string Traditional Individual Retirement Account (IRA) (US) isa string Non-cash Individual Savings Account (ISA) (UK) keogh string Keogh self-employed retirement plan (US) lif string Life Income Fund (LIF) retirement account (Canada) life insurance string Life insurance account lira string Locked-in Retirement Account (LIRA) (Canada) lrif string Locked-in Retirement Income Fund (LRIF) (Canada) lrsp string Locked-in Retirement Savings Plan (Canada) mutual fund string Mutual fund account non-custodial wallet string A cryptocurrency wallet where the user controls the private key non-taxable brokerage account string A non-taxable brokerage account that is not covered by a more specific subtype other string An account whose type could not be determined other annuity string An annuity account not covered by other subtypes other insurance string An insurance account not covered by other subtypes pension string Standard pension account prif string Prescribed Registered Retirement Income Fund (Canada) profit sharing plan string Plan that gives employees share of company profits qshr string Qualifying share account rdsp string Registered Disability Savings Plan (RSDP) (Canada) resp string Registered Education Savings Plan (Canada) retirement string Retirement account not covered by other subtypes rlif string Restricted Life Income Fund (RLIF) (Canada) roth string Roth IRA (US) roth 401k string Employer-sponsored Roth 401(k) plan (US) rrif string Registered Retirement Income Fund (RRIF) (Canada) rrsp string Registered Retirement Savings Plan (Canadian, similar to US 401(k)) sarsep string Salary Reduction Simplified Employee Pension Plan (SARSEP), discontinued retirement plan (US) sep ira string Simplified Employee Pension IRA (SEP IRA), retirement plan for small businesses and self-employed (US) simple ira string Savings Incentive Match Plan for Employees IRA, retirement plan for small businesses (US) sipp string Self-Invested Personal Pension (SIPP) (UK) stock plan string Standard stock plan account tfsa string Tax-Free Savings Account (TFSA), a retirement plan similar to a Roth IRA (Canada) thrift savings plan string Thrift Savings Plan, a retirement savings and investment plan for Federal employees and members of the uniformed services. trust string Account representing funds or assets held by a trustee for the benefit of a beneficiary. Includes both revocable and irrevocable trusts. ugma string 'Uniform Gift to Minors Act' (brokerage account for minors, US) utma string 'Uniform Transfers to Minors Act' (brokerage account for minors, US) variable annuity string Tax-deferred capital accumulation annuity contract