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

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

Continue reading...

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?

Continue reading...

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?

Continue reading...

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

Are Social Security Benefits Taxed?

Continue reading...

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?

Continue reading...

Keywords: taxation, retirement accounts, pension, defined contribution, defined benefit, qualified plans, Form 5500, lump sum,

Who Can Put Money into an IRA?

Continue reading...

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

Can I Take a Loan From My Pension Plan?

Continue reading...

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

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

Continue reading...

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

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 Are the Basics of Mutual Funds?

Continue reading...

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

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

Continue reading...

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

What is an Accountant’s Opinion?

Continue reading...

Keywords: Qualified Opinion, Unqualified Opinion, Disclaimer of Opinion, Adverse Opinion, audit,

What is Form 1099-Q?

Continue reading...

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

What is a Keogh plan?

Continue reading...

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

What is Form 1099-R?

Continue reading...

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

How Do I Invest Money in My 403(b)?

Continue reading...

Keywords: asset allocation, taxation, retirement accounts, ERISA, pretax, after-tax Roth, non-profit retirement plans, qualified plans,

How Can I Use the Money From My Coverdell ESA?

Continue reading...

Keywords: educational expenses, Coverdell ESA, saving for college, 529 Plan,

What is Publication 504, Divorced and Separated individuals?

Continue reading...

Keywords: dependents, Qualified Domestic Relations Order (QDROs), claiming dependents, alimony, divorce settlement,

What is the minimum investment in a typical hedge fund?

Continue reading...

Keywords: hedging, alternative investments, Securities and Exchange Commission (SEC), accredited investor, Hedge Funds, minimum initial investment, qualified buyer,

How can I invest in hedge funds?

Continue reading...

Keywords: mutual funds, hedging, alternative investments, Exchange Traded Funds (ETFs), accredited investor, fund management, Hedge Funds, minimum initial investment, qualified buyer, Investment Company Act of 1940, non-accredited investor,

Ad is loading...