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

Why Should I Have a 401(k)?

Continue reading...

Keywords: retirement accounts, pre-tax contributions, payroll deduction, employer contributions, tax-deferred growth, retirement nest egg,

What is the “Joint and Survivor” Option?

Continue reading...

Keywords: taxation, annuities, insurance, retirement accounts, retirement nest egg, lifetime income, longevity, guaranteed rate of return, payout rates,

What Should I Do With a Lump-Sum Distribution From My Cash-Balance Plan?

Continue reading...

Keywords: asset allocation, taxation, retirement accounts, income investments, retirement income strategies, lifetime income, Safe Withdrawal Rate (SWR), income annuities,

How Much Should I Withdraw from my Retirement Accounts Once I Retire?

Continue reading...

Keywords: taxation, retirement, age 70 ½, Required Minimum Distributions (RMDs), Monte Carlo Simulation,

How Does Vesting Work?

Continue reading...

Keywords: taxation, retirement accounts, vesting, employer match, cliff vesting, graduated vesting, employer contributions,

What Are the Vesting Rules for My SIMPLE IRA?

Continue reading...

Keywords: vesting, 10% early withdrawal penalty, retirement accounting, Two Year Rule, 25% penalty,

If I Leave My Job, Will I Still Get a Pension?

Continue reading...

Keywords: vesting, pension, social security, defined benefit, defined benefit calculations,

What is a Cash-Balance Plan?

Continue reading...

Keywords: taxation, retirement accounts, vesting, top-heavy testing, rollovers, Form 5500, Pension Benefit Guaranty Corporation (PGBC), enrolled actuary,

What Happens If I Withdraw Money From my Cash-Balance Plan After I Retire?

Continue reading...

Keywords: taxation, retirement accounts, retirement income, defined benefit pension plan, lump sum payment,

What’s a Defined Benefit Plan?

Continue reading...

Keywords: taxation, retirement accounts, lump sum payment, class action lawsuit, enrolled actuary, audit,

What are the Vesting Rules for My Self-Employed 401(k)?

Continue reading...

Keywords: retirement accounts, vesting, IRS, 10% early withdrawal penalty, early withdrawal penalty, self-employed individuals,

What are the Vesting Rules for My Money Purchase/Profit Sharing Plan?

Continue reading...

Keywords: retirement accounts, vesting, cliff vesting, graduated vesting,

What if I Want to Retire Abroad?

Continue reading...

Keywords: financial planning, retirement, exchange rates,

What Happens to My 401(k) if I Leave My Job?

Continue reading...

Keywords: retirement accounts, vesting, rollover, custodian-to-custodian transfer, cliff vesting, graduated vesting,

What are the Vesting Rules for My Keogh Plan?

Continue reading...

Keywords: retirement accounts, vesting, cliff vesting, graduated vesting, employer contributions, matching contributions, profit-sharing plan, QACA, Keogh,

What are the Vesting Rules for my SEP IRA?

Continue reading...

Keywords: retirement accounts, vesting, employer contributions,

Who Establishes a 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, fiduciary standard, fiduciary, custodian, top-heavy testing, HCE, Average Deferral Percentage (ADP), sponsor, Department of Labor, administrator, bookkeeper,

What is Net Income?

Continue reading...

Keywords: profits, overhead, corporate finance, net income, fixed expenses,

What is Net Worth?

Continue reading...

Keywords: market capitalization, profit, net worth,

How Do I Allocate My Assets in Retirement?

Continue reading...

Keywords: asset allocation, retirement,

Ad is loading...