MENU

EDU Articles

Ad is loading...

Popular articles

Table of Contents

Help CenterFree Products Premium Products

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 Does Vesting Work?

Continue reading...

Keywords: taxation, retirement accounts, vesting, employer match, cliff vesting, graduated vesting, employer contributions,

What are the Vesting Rules for My Money Purchase/Profit Sharing Plan?

Continue reading...

Keywords: retirement accounts, vesting, cliff vesting, graduated vesting,

What are the Vesting Rules for My Keogh Plan?

Continue reading...

Keywords: retirement accounts, vesting, cliff vesting, graduated vesting, employer contributions, matching contributions, profit-sharing plan, QACA, Keogh,

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

Continue reading...

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

What are the Vesting Rules for my SEP IRA?

Continue reading...

Keywords: retirement accounts, vesting, employer contributions,

What Are the Vesting Rules for My SIMPLE IRA?

Continue reading...

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

What are the Vesting Rules for My Self-Employed 401(k)?

Continue reading...

Keywords: retirement accounts, vesting, IRS, 10% early withdrawal penalty, early withdrawal penalty, self-employed individuals,

If I Leave My Job, Will I Still Get a Pension?

Continue reading...

Keywords: vesting, pension, social security, defined benefit, defined benefit calculations,

What is a Matching Contribution?

Continue reading...

Keywords: taxation, retirement accounts, vesting, fringe benefits, employer match, ERISA, Highly Compensated Employees (HCEs), top-heavy, employer contributions, golden handcuffs,

What Happens If I Withdraw Money From My Cash-Balance Plan Before I Retire?

Continue reading...

Keywords: taxation, retirement accounts, vesting, 10% early withdrawal penalty, 59 ½ rule, qualified plan loans,

What is a SEP IRA?

Continue reading...

Keywords: taxation, retirement accounts, vesting, employee benefits, pensions, employer contributions,

Can I Rollover My Old 401(k) into a New 401(k)?

Continue reading...

Keywords: retirement accounts, vesting, traditional IRAs, rollover, custodian-to-custodian transfer, in-kind transfer,

What is a Cash-Balance Plan?

Continue reading...

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

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

Continue reading...

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

What are Hardship Withdrawals from my 401(k)?

Continue reading...

Keywords: retirement accounts, vesting, 401(k)s, 10% early withdrawal penalty, IRS Code, 403(b)s, 457 plans,

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

Continue reading...

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

Can I Leave My 401(k) With My Former Employer?

Continue reading...

Keywords: retirement accounts, vesting, fees, inactive account, traditional IRAs, rollover, small account fee,

Can I Rollover My 401(k) into an IRA?

Continue reading...

Keywords: retirement accounts, vesting, 401(k)s, IRAs, custodian-to-custodian transfer, in-kind transfer, account fees, direct transfer, account liquidation,

How Do I Take Money From My 401(k) After I Retire?

Continue reading...

Keywords: taxation, retirement accounts, vesting, RMDs, QLACs, IRAs, rollover, income strategies,

What is a Lump-Sum Distribution from a 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, vesting, rollover, tax-advantaged accounts, trustee-to-trustee transfers, mandatory 20% witholding,

Ad is loading...