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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

When Can I Take Money Out of My 403(b)?

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Keywords: taxation, retirement accounts, ERISA, hardship withdrawals,

What are My SIMPLE IRA Investment Options?

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Keywords: mutual funds, retirement accounts, IRA, broker-dealers, ERISA,

If I Want to Establish a Money Purchase/Profit Sharing Plan, Do I Have to Establish One for All Employees of My Business?

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Keywords: taxation, retirement accounts, fringe benefits, ERISA, employer contributions, eligibility requirements, full-time employees,

How Do I Invest Money in My 403(b)?

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Keywords: asset allocation, taxation, retirement accounts, ERISA, pretax, after-tax Roth, non-profit retirement plans, qualified plans,

How Can I Establish a Self-Employed 401(k)?

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Keywords: taxation, retirement accounts, fringe benefits, custodians, ERISA, proprietary products, investment options, Form 5500, proprietary mutual fund family, Form 5500-EZ, self-employed individuals,

What is a Matching Contribution?

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

How Does a 401(k) Work?

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

Who Administers a 401(k)?

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Keywords: taxation, retirement accounts, IRS, open architecture plans, third party administrator, ERISA, TPA, Highly Compensated Employees (HCEs),

How Does the Money in My 401(k) Get Invested?

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Keywords: taxation, retirement accounts, ERISA section 404(c), risk of loss, participant education, automatic enrollment, inherent value,

What are My Keogh Plan Investment Options?

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Keywords: mutual funds, brokerages, retirement accounts, fees, cash value life insurance, investment options, plan trustee,

How is a 403(b) Different From a 401(k)?

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Keywords: taxation, retirement accounts, maximum allowable contributions, TSA, Fifteen Year Cap Extension Option, non-profit organizations, schools,

What are My Money Purchase/Profit Sharing Plan Investment Options?

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Keywords: mutual funds, asset allocation, retirement accounts, investment,

What are the Contribution Limits for My Money Purchase/Profit Sharing Plan?

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Keywords: taxation, retirement accounts, saving for retirement, defined contribution, maximum allowable contributions, integrating with social security,

What are the 457 Plan Contribution Limits?

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Keywords: taxation, retirement accounts, saving for retirement, Top Hat Plan, 3 year catch-up,

What is the Difference Between Cash-Balance Plans and Other Retirement Plans?

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Keywords: taxation, retirement accounts, pension, defined contribution, defined benefit, qualified plans, Form 5500, lump sum,

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