Types of Accounts
Plan for a Future
That's on Your
Own Terms

Learn More About Investment Accounts From State Farm®

You have unique financial goals, and we know that. We offer a number of options to help you reach your goals.

Personal Retirement

Trying to save for retirement? We've got you covered with Roth and Traditional IRAs. If you're looking for help with a 401(k) or 403(b) account rollover from a former employer, we can help with that, too!

Education Savings

Saving for a child's education can be really intimidating, but we have options to help you, including 529 savings plans, Coverdell Education Savings accounts, and custodial accounts such as Uniform Gifts/Transfer to Minor's Act UGMA/UTMA.

General Investing

Want to buy a new house or a new car? Maybe you want to take a trip around the world? Whatever your investment goal, we're here to help.

Individual Accounts

An Individual Account is owned by one person. The owner has sole authority to make purchases, redemptions, address changes, and any other changes to the account. In the event the owner dies, the account generally becomes part of the owner's estate, unless a beneficiary has been named. An account owner must be at least 18 years old and be a US resident or resident alien.

Joint Accounts

A joint account is owned by two or more people as "joint tenants with rights of survivorship". The owners act together in making changes to the account. In the event one owner dies, the account passes to the surviving owner(s).

If requested, a joint account can be registered as "tenants in common". This allows an owner's percentage to be distributed (transferred) to the estate upon death. A pro rata share of ownership is assumed unless otherwise indicated.

Business Retirement Plans

Whether you're looking for a retirement plan for you and your employees or looking at general investments for your organization, we have what you need.

Get your retirement to a better state.

Risk Disclosures

When rolling over a 401 (k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

AP2018/09/1100

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value