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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 Take a Loan From My Pension Plan?

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

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,

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,

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 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,

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,

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,

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 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 is a Leveraged Loan?

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Keywords: risk tolerance, leverage, risk, loans, investment banks, leveraged instruments,

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 Are the Basics of Mutual Funds?

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

What is a Jumbo Loan?

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Keywords: interest rates, mortgage, securitized, Fannie Mae, Freddie Mac, credit score, mortgage loans, jumbo mortgages,

What are Subprime Loans?

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Keywords: Mortgage-Backed Securities (MBS), 2008, cash flow, securitized, Collateralized Mortgage Obligation (CMO), prime rate, subprime loans,

What is an FHA Loan?

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Keywords: Federal Housing Administration (FHA), Housing and Urban Development (HUD), first-time homebuyers, low income homebuyers, FHA loans,

What is a Student Loan?

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Keywords: inflation, FAFSA, Sallie Mae, Navient, student loans,

What is Form 1099-R?

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

What is Lifestyle Inflation?

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Keywords: saving for retirement, inflation, debt service, student loans, Marginal Propensity to Consume (MPC), induced consumption, autonomous consumption, standard of living,

Can I Withdraw Money From My Defined Benefit Plan?

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Keywords: retirement accounts, fringe benefits, defined benefit pension plan, age 70 ½, pensions, in-service withdrawals, Rule 72(t), excise tax, plan loans, underfunded pension,

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