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

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 Are the Contribution Limits for My SEP IRA?

Continue reading...

Keywords: taxation, retirement accounts, saving for retirement, self-employment tax, employer contributions, individual 401(k), employer-sponsored retirement plans,

Who Administers a 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, IRS, open architecture plans, third party administrator, ERISA, TPA, Highly Compensated Employees (HCEs),

How Does the Money in My 401(k) Get Invested?

Continue reading...

Keywords: taxation, retirement accounts, ERISA section 404(c), risk of loss, participant education, automatic enrollment, inherent value,

How Do I Invest Money in My 457 Plan?

Continue reading...

Keywords: mutual funds, retirement accounts, governmental 457s, non-governmental 457s, investment allocation,

How Often Can I Contribute to My 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, contribution limits, excess contributions, payroll deduction,

Can I Purchase Individual Health Insurance?

Continue reading...

Keywords: tax deductible, health insurance, Obamacare,

What is a Lump-Sum Distribution from a 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, vesting, rollover, tax-advantaged accounts, trustee-to-trustee transfers, mandatory 20% witholding,

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,

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 is Form 1099-R?

Continue reading...

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

What is Freddie Mac?

Continue reading...

Keywords: Collateralized Mortgage Obligation (CMO), Fannie Mae, Freddie Mac, Federal Housing Finance Agency (FHFA), subprime meltdown, banking institutions, Great Depression, Federal Home Loan Mortgage Corporation,

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 is GAAP?

Continue reading...

Keywords: Securities and Exchange Commission (SEC), Generally Accepted Accounting Principles (GAAP), EBITDA, IFRS, American Institute of CPAs (AICPA), Financial Accounting Standards Board (FASB),

How Does a 401(k) Compare With Other Retirement Plans?

Continue reading...

Keywords: retirement accounts, employee benefits, employer contributions, SEPs, SIMPLE IRAs, deferred comp, defined benefit,

How Can I Establish a Keogh Plan?

Continue reading...

Keywords: taxation, retirement accounts, employee benefits, individual 401(k),

What are the 457 Plan Contribution Limits?

Continue reading...

Keywords: taxation, retirement accounts, saving for retirement, Top Hat Plan, 3 year catch-up,

How is a 457 Plan Different From a 401(k)?

Continue reading...

Keywords: taxation, retirement accounts, catch-up contributions, nonprofit, Form 5500, government employees, nonprofit employees,

How Does a 401(k) Work?

Continue reading...

Keywords: taxation, retirement accounts, broker-dealers, RMDs, ERISA, TPA, custodian company, participation rates, top-heavy testing, safe harbor plans,

Ad is loading...