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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

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

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

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

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

What is IRS Publication 544 on Sales and Other Dispositions of Assets?

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Keywords: Fair Market Value (FMV), nontaxable exchange, like-kind exchanges, business interest, tax deductions, capital gains or ordinary gains,

What is Underwriting?

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Keywords: insurance, Initial Public Offering (IPO), securitized, investment banks, risk transfer, insurance companies, lending institutions, loan underwriting,

What are Bank Fees?

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Keywords: inactive account, overdraft, bounced check, maintenance fees, dormant account, wire transfers,

What is Form 706 GS (D): Generation Skipping Transfer Tax Return for Distributions?

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Keywords: estates, estate planning, trusts, direct skip, heirs, lifetime exclusion amount, generation skipping transfers,

What are currency futures?

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Keywords: investment instruments, securities, money market instruments, Futures, over-the-counter (OTC), Currency, forward contracts, forex market, CME Group (Chicago Mercantile Exchange), International Money Market (IMM), non-transferable,

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

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

What is Form 1099-R?

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Keywords: IRAs, rollovers, direct transfer, non-qualified accounts, Modified Endowment Contract (MEC),

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 is Earnings Before Interest, Taxes ,and Depreciation (EBITD)?

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Keywords: Generally Accepted Accounting Principles (GAAP), EBITDA, intangible assets, Transfer of Technology (ToT), intellectual property, bottom line, corporate accounting,

Where can I find information about hedge funds and their performance?

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Keywords: ponzi schemes, hedging, alternative investments, fund management, Hedge Funds, historical performance, SEC reporting, transparency, Bernie Madoff, Morningstar,

What is a Spin-off?

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Keywords: Initial Public Offering (IPO), conglomerate, subsidiaries, Transfer of Technology (ToT), divestment, split-off, exchange offer, spin-off,

What are the pros and cons of hedge fund investing?

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Keywords: mutual funds, hedging, alternative investments, liquidity, Hedge Funds, financial vehicles, transparency, prospectus,

What is foreign investment?

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Keywords: alternative investments, diversifiable risk, Foreign Direct Investment (FDI), Foreign Portfolio Investment (FPI), Transfer of Technology (ToT), foreign investors, Diversification Score®,

What Kinds of ETFs Exist?

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Keywords: investments, market indices, hedging, Forex, Exchange Traded Funds (ETFs), Futures, speculation, leveraged ETFs, Collateralized Mortgage Obligation (CMO), options, interest rate swaps, sector funds, 2x ETFs,

What is the Federal Energy Regulatory Commission?

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Keywords: energy, consumer protection, market manipulation, energy sector companies, electrical power companies,

What kind of hedge funds exist?

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Keywords: hedging, alternative investments, long and short positions, macroeconomics, Hedge Funds, short-selling, strategies, directional, event-driven,

What is Form 706: Estate Tax and Generation-Skipping Transfer Tax?

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Keywords: estates, direct skip, estate taxes, heirs, lifetime exclusion amount,

What kind of venture capital funds exist?

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Keywords: asset allocation, alternative investments, startups, venture capital, VC firm, seed money, going public, capital structure,

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