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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 Accounting Records?

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Keywords: accounting firms, invoices, fraud prevention, receipt, paper trail, audit,

What are Accounting Controls?

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Keywords: security, fraud, embezzlement, oversight, internal accounting, audit, internal control systems,

What is an Accountant’s Opinion?

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Keywords: Qualified Opinion, Unqualified Opinion, Disclaimer of Opinion, Adverse Opinion, audit,

What is Account History?

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Keywords: banking, accounting, general ledger, transaction history, investment accounts, activity ledger, audit,

What’s a Defined Benefit Plan?

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

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,

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

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

What is a Dividend Reinvestment Plan?

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Keywords: stocks, dividends, payment date, Dividend Reinvestment Plan (DRIP),

What’s a 403(b) Plan?

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

What Des 'Compounding' Mean?

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Keywords: assets, compounding interest, interest, earnings, reinvested interest,

Why Use a Blockchain?

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Keywords: Equifax, blockchain technology,

What are Some of the Applications of Blockchains?

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Keywords: fraud prevention, Blockchains, blockchain technology, digital assets,

What are the 403(b) Contribution Limits?

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Keywords: taxation, retirement accounts, 401(k)s, catch-up contributions, 15-year rule, service-based catch-up,

What if I Want to Retire Abroad?

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Keywords: financial planning, retirement, exchange rates,

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 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 is a Liquidity Ratio?

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Keywords: liabilities, assets, liquidity, current liabilities, current ratio, liquidity ratio, financial liquidity,

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,

How Can You Buy a Stock?

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Keywords: investments, portfolio management, stocks, brokerages, investment advisors, custodians, fees & commissions, eTrade, Ameritrade, Charles Schwab, client relationships, checking account,

What are Accelerated Benefits?

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Keywords: life insurance, contract riders, terminal illness, long term care,

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