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(Click for frequent words.) 80 Roth IRAs 76 Roth IRA 75 Individual Retirement Accounts 74 traditional IRAs 73 Individual Retirement Account 68 Traditional IRAs 67 RRSPs 65 IRA Roth IRA 65 IRA rollover 64 ROTH IRA 64 IRAs Roth IRAs 64 SEP IRA 63 IRA rollovers 63 RRSP 62 SEP IRAs 62 nondeductible IRA 62 Coverdell accounts 62 TFSAs 62 Rollover IRA 62 Coverdells 62 k 61 TFSA 61 inherited IRAs 61 SIMPLE IRA 60 Coverdell ESA 60 rollover IRAs 60 Coverdell ESAs 60 k rollovers 60 HSAs 59 rollover IRA 59 Solo #k 59 RRIFs 59 Roth IRA conversions 59 #k #b 58 mutual funds 58 IRA withdrawals 57 SIMPLE IRAs 57 nondeductible contributions 57 Individual Retirement Arrangements 57 Coverdell Education 57 Roth IRA conversion 57 Health Savings Accounts 57 Isas 57 elective deferral 56 Required Minimum Distributions 56 Retirement Accounts 56 Individual Retirement Arrangement 56 RMDs 56 #ks [001] 56 IRA 56 #l k 55 Coverdell Education Savings Accounts 55 deductible IRAs 55 nondeductible IRAs 55 Thrift Savings Plan 55 nonretirement 55 elective deferrals 55 UGMA 55 HSA 55 Roth Individual Retirement 55 spousal IRA 55 hardship withdrawals 55 ISAs 54 Health Savings Account 54 tax advantaged 54 annuity 54 deferred annuity 54 annuities 54 Roths 54 Coverdell Education Savings Account 54 UGMA UTMA 54 Required Minimum Distribution 54 RESPs 54 RRSP contributions 54 RRIF 54 Retirement Savings Account 54 ERISA 54 Lifetime Savings Accounts 54 IRAs #Ks 53 Rollover IRAs 53 SIMPLEs 53 annuitize 53 Contribution Limits 53 Retirement Plan 53 Coverdell 53 Retirement Savings Accounts 52 RRSPs RRIFs 52 nest egg 52 IRA custodian 52 SIPPs 52 Simplified Employee Pension 52 Retirement Savings 52 RDSPs 52 nonqualified deferred compensation 52 SEPs 52 IRAs SEPs 52 nonspouse beneficiary 52 Savings Plan 51 fixed annuities 51 Retirement Account 51 Isa wrapper 51 Ed Slott 51 Saver Credit 51 deferred annuities 51 SIPP 51 annuitizing 51 nonspouse beneficiaries 51 Savings Accounts 51 IRA Rollover 51 minimum distributions RMDs 51 undeducted contributions 51 RRSP withdrawals 51 nonqualified 51 recordkeepers 50 GRATs 50 Retirement Income 50 Flexible Spending Accounts 50 Rouseys 50 IRA Individual Retirement 50 RRSP contribution room 50 revocable trusts 50 nonworking spouses 50 SMSF 50 annuitization 50 IRAs annuities 50 accounts HSAs 50 UTMA 50 Annuities 50 Lifetime Savings Account 50 nonworking spouse 50 QDIA 49 SMSFs 49 Registered Retirement 49 testamentary trust 49 HRAs 49 RESP 49 ISA wrapper 49 muni bond funds 49 spousal RRSPs 49 variable annuities 49 RRIF withdrawals 49 expert Ed Slott 49 High Deductible 49 revocable trust 49 PENSCO Trust Company 49 Iwry 49 ISA allowance 49 subaccounts 49 Ms. Dabu 49 UTMA accounts 49 PRAs 49 Roth IRA withdrawals 48 ScholarShare 48 DRIPs 48 Lifecycle Funds 48 Uniform Gift 48 www.fidelity.com 48 FSAs 48 cash Isas 48 CollegeAdvantage 48 Simplified Employee Pensions 48 stakeholder pensions 48 retirement nest egg 48 taxfree 48 mutual fund 48 Individual Savings Accounts 48 Isa allowance 48 spousal RRSP 48 Individual Savings Account 48 Nonqualified 48 deferred variable annuities 48 Variable Annuities 47 NJBEST 47 HDHP 47 nest eggs 47 RRSPs TFSAs 47 taxable 47 RDSP 47 CD laddering 47 paycheck deductions 47 itemizing deductions 47 nonretirement accounts 47 deductions 47 #Ks [002] 47 GHESP 47 RRSP contribution 47 nonqualified retirement 47 ELSS schemes 47 asset allocation 47 Direct Deposit 47 FDIC insures 47 decumulation phase 47 FERS employees 47 Defined Contribution 47 deductible 47 RRSP TFSA 47 PENSCO Trust 47 equity indexed annuities 47 GRAT 47 NQDC 46 FDIC insured 46 Flexible Spending 46 Fahlund 46 beneficiary designations 46 VanDerhei 46 UITs 46 lifestyling 46 grantor retained annuity 46 deferred variable annuity 46 undeducted contribution 46 variable annuity 46 Vanguard GNMA fund 46 ELSS 46 Segregated funds 46 annuitized 46 Free Savings Accounts 46 Savings Incentive 46 revocable living 46 GMWB 46 #k Toolbox 46 Evensky 46 LTFs 46 Kitces 46 Income Funds RRIFs 46 GICs 46 Defined contribution 46 decumulation 46 subaccount 46 Melissa Labant 46 FICA taxes 46 FERS retirement 46 SSASs 46 Revare 46 retirement 46 annuitise 46 Sipps 46 Ginnie Maes 46 RRSP RRIF 46 IncomeFlex 46 superannuation 46 HDHPs 45 AVCs 45 passbook savings 45 ARFs 45 subchapter S corporations 45 Self Invested Personal 45 Social Security 45 FMPs 45 Hardship withdrawals 45 EGTRRA 45 ShareBuilder 45 Health Reimbursement Account 45 FDIC insured savings 45 nondeductible 45 irrevocable trusts 45 Health Reimbursement Arrangements 45 TDFs 45 PRSAs 45 Retirement Plans 45 Way2Save 45 RMFs 45 Vantagepoint 45 IOLTA accounts 45 GMWBs 45 Self Directed 45 CTFs 45 Roth IRA Conversion 45 Variable Annuity 45 Mutual Funds 45 RRIF withdrawal 45 sheltered annuities 45 Ugift 45 Rollovers 45 Free Savings Account 45 Variable annuities 45 PBGC insures 45 QPRT 45 personal pensions Sipps 45 RSPs 45 Equity Indexed Annuity 45 deductibles copayments 45 recordkeeper 44 TODAY 'S TIP 44 Defined Contribution Plans 44 DPSPs 44 CSRS Offset 44 Defined Benefit 44 IRAs #ks 44 Laddering 44 Health Reimbursement Arrangement 44 maxi ISA 44 reimbursement arrangements HRAs 44 Pension SIPP 44 Stakeholder pensions 44 Income Annuities 44 Ed Slott certified 44 Retirement 44 charitable bequests 44 AMT exemption 44 www.troweprice.com 44 inheritances 44 equity indexed annuity 44 deduction 44 trusteed 44 Slott 44 Stable Value 44 Brokered CDs 44 deductibles 44 FERS 44 CREF Stock 44 sheltered annuity 44 lump sums 44 ShareBuilder #k 44 scheme ELSS 44 ULIPs 44 payroll deduction 44 Utkus 44 Indexed annuities 44 recharacterizing 44 Qualified Retirement 44 Section #C [002] 44 KiwiSaver 44 Qualified Default 44 concessionally taxed 44 RESP contributions 44 MAGI 44 UTMA account 44 Fidelity Investments Vanguard 44 charitably inclined 44 Altfest 44 Cash ISAs 43 pension 43 Uniform Gifts 43 ROBS 43 Health Reimbursement Accounts 43 Defined Contribution Plan 43 complying superannuation 43 Scharin 43 TIPRA 43 Reverse mortgages 43 Fidelity Investments Charles Schwab 43 Lump sum 43 Flexible Spending Accounts FSAs 43 Defined benefit 43 Prudential IncomeFlex 43 Fixed Maturity Plans 43 Individual Retirement 43 QDIAs 43 callable CDs 43 www.fool.com 43 grantor trusts 43 annuitisation 43 SIPP Self Invested 43 ULIP 43 Automatic Enrollment 43 fiduciary 43 Sec #C 43 non itemizers 43 CollegeBoundfund 43 UMAs 43 SSIAs 43 ISA allowances 43 Savingforcollege.com 43 EdVest 43 Expense ratios 43 taxable income 43 Asset Allocation 43 Ulip 43 payroll deductions 43 Savings Account 43 Pensco Trust 43 Archer MSAs 43 Defined Benefit Plans 43 ScholarShare College 43 muni bond ETFs 43 Internal Revenue Code 43 Chequing 43 Annuity 43 surviving spouse 43 spendable income 43 ESPPs 43 Fixed annuities 43 irrevocable trust 43 concessional contributions 43 preretirement 43 lump sum payouts 42 Fee Disclosure 42 Profit Sharing 42 testamentary trusts 42 SMSF trustees 42 muni bonds 42 noninterest bearing checking 42 RiverSource 42 retirees 42 Flexible Spending Account 42 rebalance portfolios 42 Registered Disability 42 Charitable Rollover 42 retirement nest eggs 42 includible 42 filers 42 laddered portfolio 42 IRC § 42 IRS Publication 42 EFTs 42 ADIA holdings 42 Recordkeeping 42 Chuck Jaffe 42 accounts FSAs 42 #CCF 42 FEGLI 42 Plans RRSPs 42 indexed annuities 42 wirehouses 42 SMART# ® 42 Diversified Yield 42 Inheritances 42 Consolidation Loan 42 maxi Isa 42 CPP QPP 42 Deductibles 42 pension schemes 42 Fiduciaries 42 Pension Plan 42 IRC Sec 42 endowments 42 Pension Protection 42 federally insured 42 Unit Investment Trusts 42 Section #CCC 42 Christine Benz 42 multicap funds 42 Ms. Nalbantoglu 42 investible surplus 42 OppenheimerFunds 42 Ulips 42 hsa Trustee Services 42 summary prospectuses 42 Uniform Transfers 42 Sipp 42 Managed Accounts 42 itemized deductions 42 Vanguard Managed Payout 42 lump sum 42 Transamerica Retirement 41 multiemployer 41 GoalMine 41 savings schemes ELSS 41 Immediate annuities 41 Disability Insurance 41 Hindu Undivided Families 41 Pletschet 41 Subchapter S corporations 41 recharacterize 41 Grantor Retained Annuity Trusts 41 Deferred Compensation Plans 41 Vanguard Inflation Protected 41 Pamela Hess Hewitt 41 lump sum distributions 41 Economic Stimulus Payments 41 LTCG 41 AuWerter 41 equity Isas 41 Christine Marcks president 41 ICMA RC 41 Miscellaneous Deductions 41 UESP 41 Betty Jo Rousey 41 Arrangements IRAs 41 ESPlanner 41 Oakmark Select 41 Nontaxable Income 41 Alicia Munnell 41 Earned Income Credit 41 Teachers Defined Contribution 41 Mr. Rechtshaffen 41 Tax Deduction 41 ASPPA 41 Pension Plans 41 ESOPs 41 Charitable Gift 41 HNIs 41 foundations endowments corporations 41 pensions 41 Dean Kohmann vice 41 #EZ [002] 41 Qualified Tuition 41 nestegg 41 RIAs 41 IRS 41 FERS annuity 41 Average Avg 41 FLPs 41 GNMA 41 TIAA Traditional 41 miscellaneous deductions 41 KiwiSaver scheme 41 Flexible Savings Accounts 41 Defined Benefit pension 41 Wyderko 41 Giftrust 41 Savings Plan RDSP 41 itemized deduction 41 alternate payee 41 PPNs 41 Investing Basics 41 CollegeChoice 41 EITC eligibility 41 BMO InvestorLine 41 Variable annuity 41 Isa savers 41 RRSP deduction 41 fiduciaries 41 PersonalFinance 41 FEHBP 41 aC corporation 41 muni bond 41 Sharebuilder 41 BenefitStreet 41 deductable 41 Lump sums 41 recharacterization 41 EFTPS 41 trust preferreds 41 SSIA holders 41 HSAs HRAs 41 TSP 41 Rande Spiegelman vice 41 Pamela Yip 41 J. Mark Iwry 41 investable assets 41 Married Filing Jointly 41 nonspousal 41 Saving Schemes 41 Ascensus 41 GuidedChoice 41 YieldPlus Funds 41 CFPs 41 MESP 41 ETFs 41 Deductions 41 Thrift Savings 41 Managed Account 41 Ameriprise 41 Robert Brokamp Rule 41 Social Secu rity 41 FEHB 41 MFs 41 Fidelity Investments 41 Employee Benefit Research 41 Irrevocable Life 40 carrybacks 40 Obama Refi Programs 40 Medigap 40 www.schwab.com 40 miscellaneous itemized deductions 40 SAYE schemes 40 Nigel Peaple 40 Separate Accounts 40 JennisonDryden 40 boomers 40 Emigrant Direct 40 Retirement Annuity 40 Rev. Rul 40 Quebec Pension Plan 40 breakpoint discounts 40 personal pensions SIPPs 40 visit www.fidelity.com 40 PenChecks 40 Andrea Feirstein managing 40 Kalman Chany author 40 chequing accounts 40 Ballpark Estimate 40 RolloverSystems 40 OFI Private 40 Defined Benefit DB 40 Married Filing Separately 40 Savings Certificates 40 predecease 40 Stakeholder Pensions 40 wills trusts 40 FFIs 40 Tax 40 withdrawals 40 IPERS 40 IRS Withholding Calculator 40 Prepaid Tuition Program 40 insured depositories 40 noninvestment 40 CDHPs 40 Systematic Investment 40 TreasuryDirect 40 EFRBS 40 Fidelity Contrafund FCNTX 40 provident fund PPF 40 Robert Brokamp 40 broker dealers 40 Liability Driven 40 TreasuryDirect account 40 YieldPlus Fund 40 HECMs 40 Fidelity 40 socking away 40 multiemployer defined 40 deposits FDs 40 saving schemes ELSS 40 nonresident aliens 40 Guaranteed Minimum Withdrawal 40 taxpayer itemizes deductions 40 Social Security withholdings 40 Exchange Traded Funds 40 Sole proprietors 40 Form #EZ 40 PMFM 40 PIEs 40 Separate Account 40 fillable forms 40 Redemptions Terminations 40 FOLIOfn 40 Contrafund 40 HELOCs 40 CalFile 40 Tiburon Strategic 40 DEAR BRUCE My 40 Mainspring Managed 40 Christine Fahlund senior 40 unreduced pension 40 Standard Deduction 40 www.FidelitySouthern.com 40 occupational pensions 40 #b 1s 40 Mathew Greenwald & 40 FSA HSA 40 escheat laws 40 withholdings 40 YOUR FUNDS 40 ultrasafe 40 MetLife Mature Market 40 Nontaxable 40 Beneficiary designations 40 Taft Hartley 40 sizable nest egg 40 FEHBP enrollees 40 TIAA CREF 40 Equity indexed annuities 40 IncomePlus 40 Reverse Mortgage Loans 40 ultrashort bond 40 QROPS 40 nonbanks 40 HUFs 40 PUTs 40 Managed Balanced 40 accounts 40 OAS clawback 40 WisdomTree ETFs 40 taxables 40 FDIC insured deposits 40 Fafsa 40 RightPath 40 revocable trust accounts 40 Mr. Mastracci 40 RMK Funds 40 Phased retirement 39 Schwab Managed Portfolios 39 Scotia iTrade 39 accountholders 39 ROP Term 39 Wasatch Funds 39 Mutual Fund 39 Kirk Hoewisch 39 CSRS retirees 39 SmartGrowth ® 39 Christine Fahlund 39 investable assets excluding 39 MMFs 39 Idaho PERSI 39 Tax Deductions 39 Policyholder 39 Covered Calls 39 moneyback 39 Inheritance Tax 39 SSIA scheme 39 custodied 39 iMoneyNet 39 settlor 39 IDeal 39 Jeff Schnepper MSN 39 See IRS Publication 39 File Electronically 39 Pension 39 IHT liability 39 SSDI benefits 39 Investment Alternative QDIA 39 Upromise rewards 39 mini Isas 39 HSA compatible 39 preretirees 39 Defined Benefit Plan 39 Roth IRA Conversions 39 joint filers 39 PPF NSC 39 FBAR filing 39 SunWise Elite Plus 39 Pensco 39 CDARS 39 MassHealth Medicaid 39 Magazine Walter Updegrave 39 SMAs 39 Pensions SIPPs 39 MIKE MAYO 39 ETFs ETNs 39 Pearlman defrauded 39 overdraft protection 39 Discounted Gift 39 VUL 39 Quotential 39 America marketFLEX 39 passbook accounts 39 CCH CompleteTax 39 deferred compensation 39 Revolution MoneyExchange 39 Yield Plus 39 Jeevan Akshay 39 recordkeeping 39 SponsorMatch 39 indexed annuity 39 Lifestyle Portfolios 39 KETRA 39 pension Sipp 39 Variable Universal 39 YieldPlus 39 #k rollover 39 JK Lasser 39 Upromise Investments Inc. 39 Chatzky 39 demat account 39 Employer Sponsored 39 Disclosure Booklet 39 InvestorSure CD 39 Home Affordable Foreclosure 39 filers earning 39 Prudential Annuities 39 Dividend Reinvestment Plans 39 DEAR BRUCE 39 Medigap policies 39 Ochsenschlager 39 iShares ETFs 39 foundations endowments 39 bankless 39 multiemployer plans 39 savingforcollege.com 39 FSAs HRAs 39 NZ Superannuation 39 nonmarketable 39 Tax Beater 39 QFII 39 itemizers 39 spendable 39 Diversified Equity 39 Earned Income 39 payroll withholdings 39 garnishing wages 39 KiwiSavers 39 muni ETFs 39 Defined Contributions 39 nongroup 39 Defined Contribution DC 39 Charitable Remainder Unitrust 39 Charitable Contributions 39 Qualifying Recognised Overseas 39 #CCD 39 FHLBs 39 APYs 39 LifePlan 39 alternative QDIA 39 miscellaneous itemized deduction 39 LSIFs 39 SIPs 39 escheat 39 deduct 39 preretirement income 39 CULAC 39 YieldPlus funds 38 gain MUCH HIGHER 38 provident funds 38 Charitable Remainder Trusts 38 unitrust 38 Plans ESOPs 38 Economic Stimulus Rebate 38 ILIT 38 deductible coinsurance 38 Jack VanDerhei 38 Stock Ownership 38 married couples 38 Subchapter S 38 Equity Indexed Annuities 38 Schwab Charitable 38 prefund 38 BENEFITS PACKAGE All 38 Wyomissing PA offering 38 SMART# 38 Oujo 38 Fidelity Spartan 38 commingled trusts 38 Long Term Disability 38 FBAR 38 Kiddie Tax 38 sole proprietorships partnerships 38 Equity Linked 38 OASDI 38 Kiwisaver 38 QTIP trust 38 ABCPs 38 lifetime maximums 38 Schwab YieldPlus Funds 38 SecurePath 38 PPFs 38 medically underwritten 38 Subchapter S corporation 38 David Laibson 38 occupational pension 38 trusts GRATs 38 Paul Fronstin 38 stakeholder CTFs 38 UCITS 38 MLP ETNs 38 Pension Benefits 38 grantor trust 38 Dan McNeela 38 lump sum payout 38 Sailesh answers hi 38 Motley Fool GreenLight 38 SWYSX 38 premiums deductibles 38 nonbank 38 Multiemployer 38 RiverSource Investments LLC 38 HELOC 38 investible assets 38 nondeposit 38 Capital Gains 38 FDIC insured CDs 38 Nationwide YourLife 38 CHAMPVA 38 Pell Grants 38 PRPPs 38 Minimum Sum 38 Fidelity Contrafund 38 Pay stubs 38 PLANSPONSOR Magazine 38 Retirement Readiness 38 T. Rowe Price 38 CPP QPP benefits 38 Tjornehoj 38 subadvised 38 Brokerage commissions 38 noninterest bearing transaction 38 QSPEs 38 John Ameriks 38 Invesco Trimark Ltd. 38 Defined Benefit Pension Plan 38 lump sum payments 38 Lefkovitz 38 Wealth Preservation 38 ExpressTaxRefund.com 38 undeducted 38 Wells Fargo Funds Distributor 38 Pension Liability 38 W2s 38 SSIA 38 Limited Duration 38 Questrade 38 decedent estate 38 UBTI 38 CSRS 38 overcontribution 38 RSP contribution 38 Amana Funds 38 #EZ T 38 Allsup Medicare 38 MediGap 38 Ivy Funds 38 intestacy 38 Bryan Clintsman certified 38 Martin Nissenbaum 38 Clawbacks 38 FundsNetwork 38 Student Loan Interest Deduction 38 stakeholder CTF 38 Mr Modray 38 WisdomTree Retirement Services 38 subadvises 38 reinvesting dividends 38 Rethinking Retirement 38 Account Balances 38 portfolio margining 38 multiemployer pension 38 Hovde Private Equity 38 dematerialized form 38 Zachary Roth zachary 38 Institute EBRI 38 Gebhardtsbauer 38 Merchants Credit Card 38 nonmortgage 38 AllianceBernstein Investments 38 Middlesworth Social Security 38 www.savingforcollege.com 38 voluntary contributions AVCs 38 FSAs HSAs 38 accounts SMAs 38 mediclaim policies 38 Settlor 38 FreeFile 38 insured depository institutions 38 Path2College 38 inactivity fees 38 Economic Stimulus Checks 38 Fixed annuity 38 subaccounting 38 Recovery Rebate Credit 38 Homebuyer Credit 38 CEFs 38 annuitants 38 Harold Evensky 38 Kotak MF 38 includable 38 demat 38 Picowers 38 W 2s 38 Moshe Milevsky 38 Medicare Supplement 38 OEICs 38 Taxable 38 Trups 38 PEPs 37 Kiplingers 37 Actuaries ASPPA 37 unrealized appreciation 37 homestead exemptions 37 MGIB 37 riskier investments 37 indexation allowance 37 - Total noninterest [005] 37 NYLIFE Distributors LLC 37 Securian 37 Kevin McCormally 37 FOLIOfn Investments Inc. 37 Withdrawals 37 inter vivos trust 37 CITs 37 Charles Schwab SCHW 37 Fidelity Magellan FMAGX 37 automatic payroll deductions 37 Married couples 37 inverse ETFs 37 JK Lasser Your 37 ® Fidelity.com 37 charitable deductions 37 Guaranteed Minimum Withdrawal Benefit 37 adjustables 37 expense ratios MERs 37 VEBAs 37 GMIB 37 Filers 37 NYLIM Retirement Plan 37 Vanguard Primecap Core 37 variable annuity guarantees 37 unit trusts OEICs 37 Convexity 37 Blended Families 37 Kotlikoff 37 T. Rowe 37 LSAs 37 Inflation Protected Securities 37 SUSAN TOMPOR 37 Variable Contracts 37 Installment Agreement 37 Spectrem Group 37 multistate corporations 37 Overdraft fees 37 FoFs 37 RMD 37 inter vivos 37 A. DiCicco Acting 37 Defined Benefits 37 FEBG 37 Dimensional Fund 37 overfunded pension 37 Supplement GIS 37 Fund Organisation EPFO 37 id = #,# [002] 37 QDRO 37 TurboTax 37 TaxCut 37 savers 37 POMIS 37 viaticals 37 Guaranteed Income