Types of Investments by Product and Account Type

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Bank Products

Savings Accounts
Money Market Accounts
Brokered Certificate of Deposit (CD)

Money Market Financial Instruments

U.S. Treasury Bills
Commercial Paper
Municipal Notes

Stocks

Common Stock
Preferred Stock

Retirement

Individual Retirement Account (IRA)

Traditional
Roth
Spousal

401-(k)

Traditional
Roth

403 (b)

Traditional
Roth

Simplified Employee Pension Plan (SEP)
Savings Investment Match Plans for Employees (SIMPLE)
Profit Sharing
Cash Balance Plan
Deferred Compensation

Bonds

U.S. Treasury Securities
Mortgage-Backed Securities
Corporate Bonds
Treasury Inflation Protected Securities (TIPS)
Agency Securities
Municipal Bonds
International and Emerging Market Bonds

Annuities

Fixed
Variable
Indexed

Investment Funds

Closed and Open Ended Mutual Funds
Exchange-Traded Funds (ETFs)
Unit Investment Trust (UIT)

College Savings

529 Plans
Coverdells
Custodial Accounts (UTMA)

Options

Calls
Puts
Covered Calls

Alternative and Complex Products

Structured Notes with Principal Protection
Leveraged and Inverse ETFs

Insurance Products and Services

Term Life Insurance
Whole Life
Universal Life
Variable Life
Variable Universal Life
1035 Exchanges
Life Settlements
Kidnap/Ransom
Major Medical
Group Medical
Individual Medical
Disability (Specializing in Physician Owned Occupation)
Business Overhead

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