Types of retirement accounts chart

    • [DOCX File]Microsoft Word - Caboose CMS

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      We offer many different brokerage account types including individual and joint accounts, custodial accounts, estate and trust accounts, partnership accounts, individual retirement accounts and other types of retirement accounts …

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    • [DOC File]Guide to Writing University

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      Retirement and Insurance Fund: maintained to account for employee retirement and insurance programs. Agency Fund: maintained to account for resources held by the University on behalf of organizations associated with the University (e.g. student, faculty and staff organizations). BANNER FINANCE CHART OF ACCOUNTS

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    • [DOC File]Chart 1 – link as indicated above

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      Checking Accounts Savings Accounts Certificates of Deposit Money Market Accounts Money Market Funds Retirement Funds IRA – Traditional IRA – Roth IRA – SEP IRA – SIMPLE 401(k) 403(b) 457 Annuity Deferred Compensation Profit Sharing Stock Options Others ... Types of Ownership. for an explanation of the different types …

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    • [DOCX File]PeopleSoft Financials: Budgeting and Chart of Accounts

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      A fund is a four-digit code used to track cash balances; essentially a balance sheet. The fund allows Self Support, Auxiliary, Plant and Agency departments to track cumulative cash balances, or the cash …

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    • [DOC File]IDAHO FINANCIAL ACCOUNTING REPORTING MANAGEMENT …

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      Offsetting accounts which normally have a debit balance: 131000 Amount Available In Debt Service Funds. An account in the General Long Term Debt Account Group which designates the amount of fund balance available in the Debt Service Fund for the retirement of long-term debt. 132000 Amount To Be Provided For Retirement …

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    • [DOCX File]NGPF Activity Bank - Ms. Staring's Class

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      In the chart below, the first column contains a statement. Mark an X in each type of retirement account for which the statement is true. If the statement doesn't apply to that type of retirement account, leave the box empty. To help you complete the chart, read and watch these videos on types of retirement accounts…

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