Plan Type | |
---|---|
401(k) | Yes as funding vehicle only (no plan administration). |
412(i)(e) | No |
457 | No |
Charity ownership | Yes |
Defined Benefit Plan ownership | Yes |
Inherited/Beneficiary IRA | Yes for inherited IRAs for spouses only No for non-spousal inherited IRAs |
Non-Qualified Annuities | Yes |
Non-Qualified Stretch/ Non-Qualified Inherited | No |
Pension Plan ownership | Yes |
Profit Sharing | Yes |
Roth | Yes |
SEP | Yes |
SIMPLE | No |
Traditional IRA | Yes |
TSA's | Yes for existing TSA's No for new TSA's |