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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

What are Bond Ratings?

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Keywords: bankruptcy, fixed income, bonds, 2008, Standard and Poor's, Moody's, Fitch, AAA-rating, Enron, American International Group (AIG), BBB, investment basics, bond ratings,

What if the Matching Contribution for My 401(k) is in Company Stock?

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Keywords: retirement accounts, vesting, Enron, lockdowns, blackouts, ESOP,

Can I Take a Loan From My Pension Plan?

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Keywords: taxation, pension, early withdrawals, enrolled actuary, qualified plan loans, inherent value,

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 is Form 2848: Power of Attorney and Declaration of Representative?

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Keywords: CPAs, legal representative, Enrolled Agent (EA), tax attorneys, registered tax advisors,

Can I Withdraw Money From My Pension Plan?

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Keywords: pension, IRS, non-recurring expense, lump sum payment, early withdrawal penalty, enrolled actuary, non-recurring withdrawals, lump sum settlement,

What’s a Defined Benefit Plan?

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Keywords: taxation, retirement accounts, lump sum payment, class action lawsuit, enrolled actuary, audit,

What is a Cash-Balance Plan?

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

Who is the Most Widely Known Villain of Wall Street?

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Keywords: market statistics, market scandals, ponzi schemes,

What are Some of the Biggest Bankruptcies in Recent History?

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Keywords: market statistics, bankruptcy, market scandals, Lehman Brothers,

Who Can Participate in an HSA?

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Keywords: tax deductible, health insurance, Health Savings Accounts (HSA), High Deductible Health Plan (HDHP),

How are Pension Benefits Computed?

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Keywords: retirement accounts, pension, Pension Benefit Guaranty Corporation (PGBC), Cromnibus, failed pensions,

What was the "Flash Crash"?

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Keywords: market statistics, market scandals, market performance, risk tolerance, volatility,

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,

What is Medicare and Medicaid?

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Keywords: insurance, social security, medical expenses, Medicare, payroll taxes, Medicaid, Medicare surtax,

What is the Federal Supplemental Education Opportunity Grant?

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Keywords: FAFSA, student financial aid, expected Family Contributions (EFCs), Federal Pell Grants, SEOG,

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),

What is Medicare Part C?

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Keywords: insurance, social security, medical expenses, election period, Disenrollment Period, Dental and Vision coverage, HMO, PPO,

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,

How Can I Establish a SIMPLE IRA?

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Keywords: taxation, retirement accounts, elections, employee benefits, qualified plans, IRS Form 5304, Form 5305, 60 day election,

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