MENU

EDU Articles

Ad is loading...

Popular articles

Table of Contents

Help CenterFree Products Premium Products

IntroductionMarket Abbreviations Stock Market Statistics Thinking about Your Financial Future Search for Advisors Financial Calculators Financial Media Federal Agencies and Programs

Investment PortfoliosModern Portfolio Theories Investment Strategy Practical Portfolio Management Info Diversification Ratings Activities Abroad Trading Markets

Investment Terminology and InstrumentsBasics Investment Terminology Trading Bonds Mutual Funds Exchange Traded Funds (ETF)Stocks Annuities

Technical Analysis and TradingAnalysis Basics Technical Indicators Trading Models Patterns Trading Options Trading Forex Trading Commodities Speculative Investments

Cryptocurrencies and BlockchainBlockchain Bitcoin Ethereum Litecoin Ripple Taxes and Regulation

RetirementSocial Security Benefits Long-Term Care Insurance General Retirement Info Health Insurance Medicare and Medicaid Life Insurance Wills and Trusts

Retirement Accounts401(k) and 403(b) Plans Individual Retirement Accounts (IRA)SEP and SIMPLE IRAs Keogh Plans Money Purchase/Profit Sharing Plans Self-Employed 401(k)s and 457s Pension Plan Rules Cash-Balance Plans Thrift Savings Plans and 529 Plans and ESA

Personal FinancePersonal Banking Personal Debt Home Related Tax Forms Small Business Income Investments IRS Rules and Publications Personal Life Mortgage

Corporate BasicsBasics Corporate Structure Corporate Fundamentals Corporate Debt Risks Economics Corporate Accounting Dividends Earnings

What is IRS Publication 521 on Moving Expenses?

Continue reading...

Keywords: Form 3903, Distance Test, Time Test,

What are Federal Reserve Regulations?

Continue reading...

Keywords: bank regulation, capital requirements, consumer protection, stress tests, Federal Reserve Act,

Who Establishes a 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, fiduciary standard, fiduciary, custodian, top-heavy testing, HCE, Average Deferral Percentage (ADP), sponsor, Department of Labor, administrator, bookkeeper,

How Does Vesting Work?

Continue reading...

Keywords: taxation, retirement accounts, vesting, employer match, cliff vesting, graduated vesting, employer contributions,

What are the Vesting Rules for my SEP IRA?

Continue reading...

Keywords: retirement accounts, vesting, employer contributions,

What Are the Vesting Rules for My SIMPLE IRA?

Continue reading...

Keywords: vesting, 10% early withdrawal penalty, retirement accounting, Two Year Rule, 25% penalty,

What is a Cash-Balance Plan?

Continue reading...

Keywords: taxation, retirement accounts, vesting, top-heavy testing, rollovers, Form 5500, Pension Benefit Guaranty Corporation (PGBC), enrolled actuary,

What are the Vesting Rules for My Self-Employed 401(k)?

Continue reading...

Keywords: retirement accounts, vesting, IRS, 10% early withdrawal penalty, early withdrawal penalty, self-employed individuals,

What are the Vesting Rules for My Keogh Plan?

Continue reading...

Keywords: retirement accounts, vesting, cliff vesting, graduated vesting, employer contributions, matching contributions, profit-sharing plan, QACA, Keogh,

What is Chapter 7?

Continue reading...

Keywords: bankruptcy, credit score, liquidation value, debt settlement, Chapter 7, Chapter 13, account liquidation, income threshold limits, debt obligations, bankruptcy filings, income test,

Who are Some of the More Well-Known Investment Managers?

Continue reading...

Keywords: market statistics, investment managers, money manager, Warren Buffett, best-efforts,

How Does a 401(k) Work?

Continue reading...

Keywords: taxation, retirement accounts, broker-dealers, RMDs, ERISA, TPA, custodian company, participation rates, top-heavy testing, safe harbor plans,

What are the Vesting Rules for My Money Purchase/Profit Sharing Plan?

Continue reading...

Keywords: retirement accounts, vesting, cliff vesting, graduated vesting,

What is a Quick Ratio?

Continue reading...

Keywords: liquidity, acid-test ratio, current liabilities, current assets, corporate finance, ratios, quick ratio,

If I Leave My Job, Will I Still Get a Pension?

Continue reading...

Keywords: vesting, pension, social security, defined benefit, defined benefit calculations,

What are the 401(k) Contribution Limits?

Continue reading...

Keywords: taxation, retirement accounts, contribution limits, top-heavy testing, NHCEs, cost-of-living adjustments, excess contributions,

What is a Matching Contribution?

Continue reading...

Keywords: taxation, retirement accounts, vesting, fringe benefits, employer match, ERISA, Highly Compensated Employees (HCEs), top-heavy, employer contributions, golden handcuffs,

What Happens If I Withdraw Money From My Cash-Balance Plan Before I Retire?

Continue reading...

Keywords: taxation, retirement accounts, vesting, 10% early withdrawal penalty, 59 ½ rule, qualified plan loans,

What is a Balance Sheet?

Continue reading...

Keywords: liabilities, assets, balance sheet, accounting, fundamental analysis, value investing, annual reports, debt-to-equity, acid-test ratio,

What Does it Mean to have a "Duty of Best Execution"?

Continue reading...

Keywords: stocks, trading, duty of best execution, compliance,

Ad is loading...