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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 Do Deductible and Non-Deductible IRAs Differ?

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Keywords: taxation, retirement accounts, cost basis, Roth IRA, double-taxation, tax-deferral, contribution limits, qualified plans, income limits,

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,

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,

Who Can Put Money into an IRA?

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Keywords: taxation, retirement accounts, Roth IRA, contribution limits, qualified plans, income limits, phase-out, traditional 401(k),

What Part of the Contribution into My IRA is Tax-Deductible?

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Keywords: taxation, retirement accounts, Modified Adjusted Gross Income (MAGI), qualified plans, income limits, phase-out, deductible contributions,

How Can I Establish a SIMPLE IRA?

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Keywords: taxation, retirement accounts, elections, employee benefits, qualified plans, IRS Form 5304, Form 5305, 60 day election,

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,

Are Social Security Benefits Taxed?

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Keywords: taxation, social security, 401(k), municipal bonds, IRAs, qualified plans, muni bonds, income threshold limits, combined income, non-taxable interest, taxable income,

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 are the Withdrawal Rules for My Keogh Plan?

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Keywords: household income, retirement accounts, RMDs, 401(k)s, IRAs, early withdrawal penalty,

What are Required Minimum Distributions?

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Keywords: IRS, income taxes, withdrawal factor, withdrawal divisor, RMDs, Roth IRAs, 401(k)s, traditional IRAs, age 70 ½, QLACs,

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

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

What are the Tax Implications for Taking Money Out of a Roth IRA?

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Keywords: taxation, retirement accounts, age 59 ½, early withdrawal penalty, 59 ½ rule, 5-year rule, qualified withdrawals,

What are My Self-Employed 401(k) Investment Options?

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Keywords: mutual funds, retirement accounts, qualified plans, over-trading, self-employed individuals,

What Are the Basics of Mutual Funds?

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Keywords: mutual funds, qualified plans, prospectus, breakpoint, share classes, no-load, separate accounts,

What are the Withdrawal Rules for My Money Purchase or Profit Sharing Plan?

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Keywords: household income, retirement accounts, RMDs, age 70 ½, 10% penalty, early withdrawals,

What is Cash Available for Distribution?

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Keywords: dividends, REITs, distributions, dividend rate,

What Happens If I Withdraw Money From My Pension Plan After I Retire?

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Keywords: taxation, retirement accounts, pension, spousal survivorship pension, years certain, non-recurring withdrawals,

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

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

What is Form 1099-Q?

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Keywords: Coverdell ESA, 529 Plan, qualified educational expenses,

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