What is meant by “Certain Retirement Accounts”?
The following types of retirement plan deposits qualify for coverage as “certain retirement accounts”: All types of IRAs, including: • Traditional IRAs • Roth IRAs • Simplified Employee Pension (SEP) IRAs • Savings Incentive Match Plans for Employees (SIMPLE) IRAs All Section 457 deferred compensation plan accounts, such as eligible deferred compensation plans provided by state and local governments regardless of whether they are self-directedSelf-directed defined contribution plan accounts, such as self-directed 401(k) plans, self-directed SIMPLE held in the form of 401(k) plans, self-directed defined contribution money purchase plans, and self-directed defined contribution profit-sharing plansSelf-directed Keogh plan accounts (or H.R.
