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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

How Can I Establish a Money Purchase/Profit Sharing Plan?

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Keywords: taxation, retirement accounts, pension, employee benefits, defined contribution, employer contributions, defined benefit, summary plan description, Form 5500, SPD,

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,

How is a 457 Plan Different From a 401(k)?

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Keywords: taxation, retirement accounts, catch-up contributions, nonprofit, Form 5500, government employees, nonprofit employees,

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,

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,

What is Form 8891?

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Keywords: Form 1040, Financial Crimes Enforcement Network (FinCEN), Canada, Form 114, FBAR, private letter ruling, Canadian-Americans,

What is Form 1045: Application for a Tentative Refund?

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Keywords: Form 1040, self-employed, NOL carry-back, carry-back claims,

What is the S&P 500?

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Keywords: market indices, market capitalization, S&P 500, cap-weighted index, domestic stocks,

What are the IRS Guidelines for Filing a Form 4868 Tax Return Extension?

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Keywords: IRS, Form 1040, SEP IRA, Form 1040-EZ, late penalty,

What is Form 8282: Donee Information Return?

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Keywords: Form 990, Form 8283 Section M Donee Acknowledgement, charitable organizations, Form 1098-C,

What is 'Pro Forma'?

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Keywords: balance sheet, cash flow, financial statement, Mergers and Acquisitions (M&A), corporate structure, pro-forma, business taxes,

What is a Bitcoin Fork?

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Keywords: Blockchains, Litecoin, hard fork, soft fork, Dash spork, chain split, bitcoin fork,

What is IRS Publication 527, Residential Rental Property (Including Rental of Vacation Homes)?

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Keywords: General Depreciation System (GDS), Alternative Depreciation System (ADS), income property, Form 8582, passive activity losses,

Where can I get information about private placements?

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Keywords: asset allocation, alternative investments, accredited investor, EDGAR, private placements, Form D, JOBS Act of 2012, 506(c),

What is Investment Interest Expense?

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Keywords: real estate, short selling, margin, loans, tax deductible, cash equivalents, investment accounts, Form 1040, investment property,

What is a Federally Covered Advisor?

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Keywords: Securities and Exchange Commission (SEC), regulations, FINRA, Dodd-Frank Act, Investment Advisers Act of 1940, IARD, Assets Under Management (AUM), state vs federal registration, Form ADV,

What is IRS Publication 521 on Moving Expenses?

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Keywords: Form 3903, Distance Test, Time Test,

What is IRS Publication 1244, Employee’s Daily Record of Tips and Report to Employer?

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Keywords: Publication 531, Form 4070A, server's tips, waiter and waitress tips,

What is IRS Publication 529 on Miscellaneous Deductions?

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Keywords: Form 1040, 2% limit on deductions, unreimbursed expenses, Schedule A, Form 2106,

What is a Private Placement?

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Keywords: startups, accredited investor, Regulation D, PIPE, EDGAR, CPAs, private placements, Form D, private investors,

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