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Add special investment account types
- Decide how to track a 401(k)/403(b) account
- Add a 401(k)/403(b) account
- Mark an account as tax deferred
- Add an IRA-type account (traditional IRA, Roth IRA, Education IRA, SEP-IRA, SIMPLE, or Keogh plan)
- Add a single mutual fund investment account
- Add an account to track employee stock purchase plan (ESPP) shares
- Add an employee stock option grant (ESOG)