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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

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 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,

Where do I find a good CPA?

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Keywords: investment taxation, financial planning, accounting, advisors, business owners, CPAs, small businesses, business taxes,

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,

What’s a 403(b) Plan?

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Keywords: taxation, retirement accounts, nonprofit, maximum allowable contributions, TSA,

What is asset management?

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Keywords: cash flows, Certified Financial Planner (CFP), CPAs, tax planning, banking institutions, interest rate swaps, estate planners, business planning,

How many financial advisors do I need?

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Keywords: financial advisors, commodities, estate planning, investment portfolio, CPAs, tax planning, asset classes,

What are Household Expenses?

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Keywords: household income, financial planning, retirement planning, CPAs, budgeting, household budgeting, family budget, standard of living,

What is Investment Advice?

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Keywords: investment advisors, Securities and Exchange Commission (SEC), FINRA, SEC registration, fiduciary, advisors, CPAs, Investment Advisers Act of 1940, IARD, Assets Under Management (AUM),

What is a Private Placement?

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

What is an Accounting Interpretation?

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Keywords: American Institute of CPAs (AICPA), Financial Accounting Standards Board (FASB), accounting standards,

What are Accounting Methods?

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Keywords: Securities and Exchange Commission (SEC), taxes, accrual accounting, amortization, Generally Accepted Accounting Principles (GAAP), depreciation, American Institute of CPAs (AICPA), CPAs, cash basis,

What is IRS Publication 334, Tax Guide for Small Business?

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Keywords: CPAs, Limited Liability Company (LLC), S-Corp, small businesses, tax credits, tax deductions, tax advisors,

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 is the Homeowners Protection Act (HPA)?

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Keywords: property insurance, Loan-to-Value (LTV), Private Mortgage Insurance (PMI),

What are Tangible Assets?

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Keywords: book value, goodwill, depreciation, American Institute of CPAs (AICPA), cash equivalents, intangible assets, tangible assets, liquidation value, intellectual property, patents,

What is Mortgage Insurance?

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Keywords: loans, ratios, Federal Housing Administration (FHA), Loan-to-Value (LTV), Homeowners Protection Act (HPA),

What is Accountant Responsibility?

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Keywords: American Institute of CPAs (AICPA), responsibility center, conflicts of interest, due care,

What is GAAP?

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Keywords: Securities and Exchange Commission (SEC), Generally Accepted Accounting Principles (GAAP), EBITDA, IFRS, American Institute of CPAs (AICPA), Financial Accounting Standards Board (FASB),

What is a Financial Advisor?

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Keywords: investment managers, financial advisors, Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Registered Representatives,

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