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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

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What is a Life Income Fund?

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Keywords: pension, retirement planning, alternatives, rollovers, lifetime income, Canada, Canadian-Americans, Locked-In Retirement Account (LIRA), Locked-In Retirement Savings Plan (LRSP),

Can I Withdraw Money From My Cash-Balance Plan?

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Keywords: taxation, retirement accounts, IRS, 10% early withdrawal penalty, qualified withdrawals, DOL, qualified plan distributions and withdrawals, defined benefit plan loans,

What is a SIMPLE IRA?

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Keywords: taxation, retirement accounts, employee benefits, safe harbor plans, matching contributions, safe harbor 401(k)s,

What are the Withdrawal Rules From My 457 Plan?

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Keywords: taxation, retirement accounts, 10% penalty, rollovers, separation from service, governmental 457s, non-governmental 457s,

When Can I Access the Money in my IRA?

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Keywords: taxation, retirement accounts, IRS, college funding, tax-deferral, 10% early withdrawal penalty,

When Can I Access Money in My Roth IRA?

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Keywords: household income, taxation, retirement accounts, educational expenses, first-time homebuyers,

What Are the Vesting Rules for My SIMPLE IRA?

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

What Role Does Inflation Play in my Retirement Planning?

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Keywords: retirement accounts, inflation, Monte Carlo Simulation,

What if I Need the Money in My 401(k) Before I Retire?

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Keywords: retirement accounts, vesting, IRS, in-service withdrawals, early withdrawal exemptions, 10% early withdrawal penalty, Rule 72(t),

How do my IRA Withdrawals Get Taxed During Retirement?

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Keywords: taxation, retirement accounts, social security taxation, 3.8% medicare tax,

Which is Better for Me: a Roth or Traditional IRA?

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Keywords: household income, taxation, retirement accounts, age 70 ½, tax-deferral, pretax, after-tax Roth, income limits, tax-free, after-tax, social security taxation, Adjusted Gross Income (AGI),

Where Can I Get Help With My IRA Investments?

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Keywords: financial advisor, portfolio management, asset allocation, retirement accounts,

What Happens to My 401(k) if I Leave My Job?

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Keywords: retirement accounts, vesting, rollover, custodian-to-custodian transfer, cliff vesting, graduated vesting,

What if I Need the Money in My IRA Before Retirement?

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Keywords: taxation, retirement accounts, 10% penalty, annuitize, early withdrawals,

What are the Tax Implications for Taking Money Out of a Roth IRA?

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Keywords: taxation, retirement accounts, age 59 ½, early withdrawal penalty, 59 ½ rule, 5-year rule, qualified withdrawals,

Can I Take a Lump-Sum Distribution From my Cash-Balance Plan?

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Keywords: taxation, retirement accounts, annuity, rollovers, life annuity,

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,

How Can I Establish a SEP IRA?

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Keywords: taxation, retirement accounts, vesting, employee benefits, contribution limits, October 15, tax filing deadline,

What is a Thrift Savings Plan?

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Keywords: taxation, retirement accounts, RMDs, employer match, employer contributions, Roth 401(k), after-tax contributions, life annuity, before-tax, Thrift Savings Plan (TSP),

If I Want to Establish a SIMPLE IRA, Do I Have to Establish One for All Employees of My Business?

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Keywords: taxation, retirement accounts, elections, employee benefits, summary plan description, election period, eligibility requirements, SPD,

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