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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

How Often Can I Change the Allocation in My 401(k)?

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Keywords: asset allocation, taxation, retirement accounts, Markowitz, rebalancing, plan document,

Can I Take a Loan From my Cash-Balance Plan?

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Keywords: taxation, retirement accounts, qualified plans, plan loans, qualified plan loans,

How Can I Establish a Money Purchase/Profit Sharing Plan?

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Keywords: taxation, retirement accounts, pension, employee benefits, defined contribution, employer contributions, defined benefit, summary plan description, Form 5500, SPD,

What is Publication 15-b on Fringe Benefits?

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Keywords: Highly Compensated Employees (HCEs), disability, cafeteria plan, group benefits, group life,

What is the Difference Between a Will and a Trust?

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Keywords: estates, estate planning, trusts,

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 Do I Invest Money in My Cash-Balance Plan?

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Keywords: asset allocation, retirement accounts, pension funds, defined benefit pension plan, investment risk, credited interest,

Can I Take a Loan From My Pension Plan?

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Keywords: taxation, pension, early withdrawals, enrolled actuary, qualified plan loans, inherent value,

What is a 529 Plan?

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Keywords: educational expenses, college funding, 10% IRS penalty, UGMA/UTMA, Coverdell ESA, pre-paid tuition, 529 Plan,

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

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

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,

What is a Keogh plan?

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Keywords: taxation, retirement accounts, pension, retirement plans, employee benefits, defined benefit, individual 401(k), self-employed, profit-sharing plan,

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 Living Will?

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Keywords: estate planning, wills, living will,

What are the Contribution Limits For My Coverdell ESA?

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Keywords: educational expenses, Coverdell ESA, 529 Plan,

Should I pay for financial planning services?

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Keywords: financial calculators, financial planning, fiduciary standard, fees, supply and demand, Certified Financial Planner (CFP), broker-dealers, custodians, fees & commissions, commissions, fee-only, fee-based, advisor compensation, inherent value,

What are My Keogh Plan Investment Options?

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Keywords: mutual funds, brokerages, retirement accounts, fees, cash value life insurance, investment options, plan trustee,

What are the Contribution Limits For My 529 Plan?

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Keywords: educational expenses, maximum account balance, annual gift tax exclusion amount, 529 Plan,

What is Probate?

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Keywords: estates, estate planning, trusts, probate court, wills,

How Can I Use the Money From My 529 Plan?

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Keywords: asset allocation, educational expenses, Coverdell ESA, 529 Plan,

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