Solutions

Account Types




Jericho is uniquely positioned to provide comprehensive financial solutions for individuals, small businesses, trusts and others. Such solutions include, but are not limited, to the following:

	SOLUTIONS FOR SMALL AND MEDIUM-SIZED BUSINESSES
	Tax-Advantaged Retirement Plans Roth Retirement Plans Investment Accounts for Excess Operating Funds Group Life Insurance Life Insurance for Key Personnel Group Health Insurance Group Disability Insurance
	SOLUTIONS FOR SOLE PROPRIETORS, ONE-OWNER SMALL BUSINESSES AND INDEPENDENT CONTRACTORS
	Tax-Advantaged Retirement Plans Roth Retirement Plans Investment Accounts for Excess Operating Funds Life Insurance Health Insurance Disability Insurance
	SOLUTIONS FOR TRUSTEES
	Trust Investment Accounts for All Types of Trusts Including Irrevocable Trusts, Revocable Living Trusts, Family Trusts, Testamentary Trusts, Charitable Trusts, Supplemental Needs Trusts, Special Needs Trusts and Others
	SOLUTIONS FOR EXECUTORS, ADMINISTRATORS OR PERSONAL REPRESENTATIVES
	Estate Investment Accounts for All Estates Including Probate or Intestate Estates
	SOLUTIONS FOR PARENTS
	Saving for College for Children Custodial Accounts for Children
	SOLUTIONS FOR GRANDPARENTS
	Saving for College for Grandchildren Custodial Accounts for Grandchildren
	SOLUTIONS FOR EMPLOYEES
	Traditional IRAs Roth IRAs Nondeductible IRAs Qualified IRA Rollovers from Employer Sponsored Retirement Plans
	SOLUTIONS FOR RETIREMENT PLANNING
	Traditional IRAs Roth IRAs Nondeductible IRAs Qualified IRA Rollovers from Employer Sponsored Retirement Plans Retirement Income Planning Systematic Withdrawals for Income During Retirement Required Minimum Distributions (RMDs) Distributions from a Retirement Plan or IRA Before Age 59˝ Pursuant to IRC § 72. Life Insurance Long Term Care Insurance Automatic Investments by Electronic Deposit Automatic Reinvestment of Dividends and Capital Gains Tax-Advantaged Income During Asset Accumulation Stage Before Retirement Tax-Advantaged Income During Retirement
	SOLUTIONS FOR ESTATE PLANNING
	Let Jericho Work With Your Attorney, CPA or Other Tax Advisor to Facilitate Your Estate Planning Goals Including: Re-titling of Assets for Estate Planning Purposes Probate Avoidance IRA Succession Planning Including Setting Up Your IRA to Enable a Stretch IRA for Your Heirs Automatic Gifting from Investment and Retirement Accounts Charitable Gifting from IRAs Life Insurance 529 Plans for Gifting
	SOLUTIONS FOR TAX-FREE INCOME
	Tax-Free Municipal Bond Mutual Funds - Many Free from Federal, State and Local Tax AMT-Free Municipal Bond Mutual Funds - Many Free from Federal, State, Local and Alternative Minimum Tax (AMT)
	SOLUTIONS FOR ASSET PROTECTION PLANNING
	Let Jericho Work With Your Attorney to Facilitate Your Asset Protection Goals
	SOLUTIONS FOR SUCCESSION PLANNING
	Let Jericho Work With Your Attorney to Facilitate Succession Planning for Your Family Business Including Family Farms or Other Agricultural Businesses

Whether a client uses the fiduciary advisory services or conventional investment products, the account types available to our clients are generally the same. Available account types for most investments include the following:

	NON-QUALIFIED ACCOUNTS
	Individual Tenants in Common Joint Tenants with Right of Survivorship Transfer on Death (T.O.D.) Estate Trust Conservator Guardian Corporation Professional Corporation (P.C.) Limited Liability Company (L.L.C.) Professional Limited Liability Company (P.L.L.C.) Partnership
	EDUCATION ACCOUNTS
	529 College Savings Plans Coverdell Education Savings Accounts (formerly Education IRA)
	CUSTODIAL ACCOUNTS
	Uniform Transfers to Minors Act (UTMA) Custodial Accounts for minors
	RETIREMENT ACCOUNTS FOR BUSINESS CLIENTS
	SIMPLE IRAs SEP IRAs Payroll Deduction IRAs Small Business Individual 401(k)s 401(k)s 403(b)s Profit Sharing Plans Defined Benefit Plans Deferred Compensation Plans
	RETIREMENT ACCOUNTS FOR NON-BUSINESS CLIENTS
	Traditional IRAs Roth IRAs Nondeductible IRAs Rollover IRAs