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General Investing

Individual Account

Individual Account
Account ownership by a single individual in their legal name only which, upon death of the owner, the account typically passes to the control of his or her estate.
Joint Tenants

Joint Tenants with Rights of Survivorship
Account ownership by two or more people in which, upon death of an owner, the surviving account owners automatically retain ownership of the account.

Joint Tenants in Common
Account ownership by two or more people in which, upon death of an owner, a proportional percentage of the account typically passes to his or her estate.

Trusts

Regular

Trust
A legal arrangement in which an individual (Trustor) gives fiduciary control of the account to a person or institution (Trustee) for the benefit of their estate or beneficiaries. A trust can include a variety of entities.
Keogh

Keogh
A U.S. tax-deferred qualified retirement plan for self-employed individuals and unincorporated businesses also known as a self-employed pension.
PSP

Profit Sharing Plan Trust
A Trust in which a defined portion or percentage of the account profits are shared with the trustee(s) on a defined basis.
MPP

Money Purchase Plan
A Trust in which a defined portion or percentage of the account is distributed to the trustee(s) on a defined basis whether the account is profitable or not.

Business

Corporate and LLC
Partnership
Investment Club

Minor

Custodial

Custodial Account
An account created for the benefit of a minor which is managed by an adult as the custodian.
Coverdell (educational IRA)

Coverdell Education Savings Account
An account designed to help fund a child's education. Contributions are taxed, but earnings used toward qualifying education expenses are tax exempt. The entire account must be disbursed prior to the beneficiary's 30th birthday. Any withdrawals after this date will be subject to income taxes and a penalty. The account may be transferred to another family member.
Minor Roth

Custodial IRA Account
An account created for the benefit of a minor that is managed by an adult as the custodian and restricted by the rules associated with corresponding IRA account. See also Traditional IRA and Roth IRA.
Minor Traditional

Custodial Traditional IRA
An account created for the benefit of a minor, managed by an adult as the custodian and restricted by the rules associated with an IRA account. Minor Traditional IRA accounts take advantage of a tax-deferred status and are used for qualified education expenses.

Individual Retirement Accounts

Traditional IRA

Traditional IRA
A tax-deferred retirement account that permits a contribution up to $5,000 per year or $6,000 per year if over age 50 (2008). Earnings are tax-deferred until withdrawals begin. Eligible withdrawals may begin at age 59 1/2 or later, a 10% penalty will apply for non-qualified withdrawals made prior to age 59 1/2. Eligible withdrawals will be taxed at the current tax rate.
Rollover IRA

Rollover IRA
A traditional individual retirement account holding money from a qualified plan, such as a 401(k).
Roth IRA

Roth IRA
A tax-deferred retirement account that permits a contribution up to $5,000 per year or $6,000 per year if over age 50 (2008). Contributions are subject to taxes. However, withdrawals, subject to certain rules, are tax exempt.
SEP IRA

SEP IRA
Simplified Employee Pension (SEP) IRA is a program that permits employers to make tax deductible contributions on behalf of themselves and their employees without complicated administration and high cost.
SIMPLE IRA

SIMPLE IRA
Savings Incentive Match Plan for Employees (SIMPLE IRA) permits employers to offer a salary deferral plan to their employees without complicated administration and high cost.

Account Type	Cash (No minimum deposit required) Cash/Margin
In addition to stocks, bonds and mutual funds, I want to trade	Options Futures

Does the entity allow for futures trading?

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System response and access times may vary due to market conditions, system performance, and other factors. Options involve risk and are not suitable for all investors.
Please read Characteristics and Risks of Standardized Options (PDF) or available by calling 1-888-280-8020 | 312-629-5455.
© 2009 optionsXpress, Inc. All rights reserved. Member FINRA, SIPC, CBOE, ISE, ArcaEX, BOX, PHLX, and NFA Terms & Conditions Policies

Optionetics and optionsXpress, Inc. are affiliated companies under common ownership of optionsXpress Holdings, Inc. Optionetics and its officers, employees, independent contractors, and former owners may receive compensation in connection with this and other marketing efforts. Optionetics is not registered as a Broker-Dealer, Investment Adviser, in any state or otherwise, and its materials, products and services may not be reviewed and/or approved. Further information is available at http://www.optionetics.com/about/legal.asp. Optionetics.com is an educational portal of optionsXpress Holdings, Inc., providing content for educational and informational purposes only. optionsXpress Holdings, Inc. is not a broker/dealer. Investors need a broker to trade options, and must meet certain requirements. All securities, futures, and investments are offered to self-directed investors by optionsXpress, Inc. Neither Optionetics nor optionsXpress make investment recommendations or provide financial, tax or legal advice.

*Offer valid for one new individual or Joint optionsXpress account opened and funded on or before December 15, 2009. To receive $200 bonus, the account must be opened through http://www.optionsxpress.com/new_account.asp?ASID=2716&promo=204&intcmp=lpjvnewacct013108, and the customer must execute a minimum of 10 trades by May 10, 2010. A customer can only qualify for the $200 a total of one time. $200 bonus will be deposited into the optionsXpress account within 30 days of meeting the terms and conditions of this offer. Deposits of new funds or securities from existing optionsXpress accounts are not eligible for this offer. IRAs, other tax-exempt, linked, or shared accounts are not eligible to receive the $200 bonus offer. Offer is not transferable, is not valid for internal transfers, or with any other optionsXpress offers. All taxes related to this $200 bonus offer are the responsibility of the account owner. This offer is not valid for optionsXpress associates and where otherwise prohibited. We reserve the right at our sole discretion, to cancel, modify or suspend this offer program at any time without notice. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Options involve risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" available by calling (888) 280-8020.

Best Online Broker 3/6/06, 3/7/05, 3/8/04, 3/10/03, and one of Barron’s Best Online Brokers 3/3/07, based on: Trade Experience; Trade Tech; Usability; Offerings; Research; Portfolio Analysis; Customer Service/Access; Costs. Barron's is a registered trademark of Dow Jones & Company © 2009.

"The Best Online Broker" by Kiplinger's 7/06, based on: Commissions/Fees; Executions; Margin Rates; Interest on Cash; Maximum Fund Transaction Fee; Responsiveness/Broker Knowledge; Research; Web Site; Cost-Basis Data; Conduct. Kiplinger's is a trademark of The Kiplinger Washington Editors, Inc. © 2009.

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optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, volume and other factors. An investor should understand these and additional risks before trading. Products and services intended for U.S. customers and may not be available or offered in other jurisdictions.

CNBC.com is a trademark or registered trademark of its respective owner. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by optionsXpress.

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