Medi Assist Healthcare IPO

Home Retirement Planning

Finance Wiki

Trending Categories

All Financial Terms Financial Instruments Market Entities Corporate Actions Public Offerings Fixed Income Instruments Currency Commodity Mutual Funds Derivatives Trading Terms Taxes

More

Derivatives Trading Terms Taxes Property Fixed Income Credit Cards Options and Futures Stocks Insurance IPO Technicals Retirement Planning Loans Gold Bank Deposits

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z

#

Retirement Planning

Age Rule

In order to contribute to a Traditional IRA, it is important to note that an individual must be under the age of 70 ½ for the entire year. This is a crucial rule to keep in mind when considering making a regular contribution to an IRA. It ensures that individuals are eligible to contribute and helps regulate the process of contributing to a Traditional IRA.

Matching Contributions

A crucial aspect of 401(k) accounts is the employer contribution, which is determined by the individual's own contributions. This means that for every dollar the individual ...

More

Fiduciary Duty

As a knowledgeable finance professor, it is important to understand the highest standard of responsibility held by investment advisors. This duty, known as fiduciary duty, r...

More

Earned Income Rule

An important factor to consider when contributing to an IRA is eligibility. Both Traditional and Roth IRAs require an individual to have earned income in order to contribute...

More

Tax-Deferred

Tax deferral refers to the delay of taxes and often the initial investment, until the funds are disbursed. This strategy is commonly used in retirement planning, allowing in...

More