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

Can I Withdraw Money From My Cash-Balance Plan?

Continue reading...

Keywords: taxation, retirement accounts, IRS, 10% early withdrawal penalty, qualified withdrawals, DOL, qualified plan distributions and withdrawals, defined benefit plan loans,

What are Required Minimum Distributions?

Continue reading...

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

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

Continue reading...

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

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,

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,

Can I Take a Loan From My Pension Plan?

Continue reading...

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

What is an Accountant’s Opinion?

Continue reading...

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

What are the Withdrawal Rules for My Keogh Plan?

Continue reading...

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

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),

What are the Withdrawal Rules for My SEP IRA?

Continue reading...

Keywords: household income, retirement accounts, IRS, traditional IRAs, age 70 ½, 10% penalty, early withdrawal penalty,

What are the Withdrawal Rules for My SIMPLE IRA?

Continue reading...

Keywords: household income, retirement accounts, RMDs, early withdrawal penalty, Two Year Rule, Rule 72(t),

Can I Take Loans Against My 401(k)?

Continue reading...

Keywords: retirement accounts, withdrawals, early distributions, 10% IRS penalty,

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

Continue reading...

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

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

Continue reading...

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

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

Continue reading...

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

What is a Variable Annuity?

Continue reading...

Keywords: capital gains and losses, annuities, insurance, surrender charge, non-qualified accounts, market exposure,

What if I Need the Money in My IRA Before Retirement?

Continue reading...

Keywords: taxation, retirement accounts, 10% penalty, annuitize, early withdrawals,

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,

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

Continue reading...

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

What is Form 1099-Q?

Continue reading...

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

Ad is loading...