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SIE: Account Types
SIE practice questioneasyRetirement Accounts

Which of the following is a qualified retirement account that offers tax-deferred growth and may be funded by an individual?

  1. ATraditional IRA✓ Correct answer
  2. BMargin account
  3. CUTMA account
  4. DAccount at a mutual fund company
Explanation

Why ATraditional IRA

Traditional IRAs are individual retirement accounts offering tax-deferred growth with annual contribution limits. Margin and UTMA accounts are not retirement accounts, and simply having an account at a mutual fund company does not ensure tax-deferral or retirement status.

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