Account and Plan Types

Individual accounts

Compare Individual Retirement Account (IRA) Types

Compare the differences between a traditional, rollover, and Roth IRA to select the right one for you.

Inherited and Beneficiary IRAs

If you're the beneficiary of an IRA, find out what your options are.

Custodial Accounts

Individual plan participants or trustees of self-administered pension plans (e.g., defined benefit or defined contribution plans including 401(k)s) who want to have PENSCO act as custodian of their assets, would be interested in our Custodial account.

Coverdell Education Savings Account (ESA)

ESAs are a tax-deferred way to save for children's educational expenses. Parents, grandparents, friends, and other relatives can contribute to an ESA.

Inherited and Beneficiary IRAs

If you're the beneficiary of an IRA, find out what your options are.

Small business retirement plans

If you are self-employed or own your own business, you can have a small business retirement plan. It's a great way to save for your own future, get tax breaks for your business, and in the case of SEP-IRAs, offer competitive employee benefits.

Is a SEP-IRA Right for You?

Is a Solo(k) Plan Right for You?