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(Click for frequent words.) 86 Roth IRA 81 traditional IRAs 80 IRAs 74 Traditional IRAs 70 Individual Retirement Account 70 TFSA 70 Individual Retirement Accounts 69 RRSPs 69 nondeductible IRA 68 IRA Roth IRA 67 ROTH IRA 67 TFSAs 67 Coverdells 66 Roth IRA conversions 66 Roth IRA conversion 66 SIMPLE IRA 66 RRSP 65 Coverdell accounts 65 nondeductible contributions 64 RMDs 63 Coverdell ESA 62 SEP IRA 62 deductible IRAs 62 Roths 62 IRA rollover 62 SIMPLE IRAs 61 IRA withdrawals 61 Coverdell Education 61 RESPs 61 rollover IRAs 60 inherited IRAs 60 HSAs 60 RRIFs 60 Roth Individual Retirement 60 elective deferral 60 SEP IRAs 60 Coverdell Education Savings Accounts 59 Coverdell ESAs 59 SIMPLEs 59 spousal IRA 59 RRIF 59 undeducted contributions 59 Required Minimum Distribution 59 Required Minimum Distributions 59 elective deferrals 58 Lifetime Savings Accounts 58 Thrift Savings Plan 58 Isas 58 nondeductible IRAs 58 RRSP contributions 57 Rollover IRA 57 Simplified Employee Pension 57 Contribution Limits 57 Health Savings Accounts 57 IRA rollovers 57 k 57 Individual Retirement Arrangements 57 Savings Accounts 57 rollover IRA 56 ISAs 56 RRSP withdrawals 56 Saver Credit 56 ISA allowance 56 deferred annuity 56 RESP 56 tax advantaged 56 Coverdell Education Savings Account 56 Solo #k 56 Registered Retirement 56 GRATs 56 Isa allowance 56 Roth IRA withdrawals 56 GRAT 55 Individual Retirement Arrangement 55 spousal RRSP 55 UGMA 55 IRAs Roth IRAs 55 SIPPs 55 Coverdell 55 k rollovers 55 deferred annuities 55 nonqualified deferred compensation 55 annuitize 55 RRSP contribution 55 taxfree 55 Retirement Savings Accounts 54 TIPRA 54 Health Savings Account 54 #k #b 54 #ks [001] 54 SEPs 54 spousal RRSPs 54 annuitizing 54 Simplified Employee Pensions 54 Lifetime Savings Account 54 mutual funds 54 #l k 54 Free Savings Account 53 undeducted contribution 53 annuities 53 nonworking spouse 53 nest egg 53 RRSP contribution room 53 annuitise 53 Individual Savings Accounts 53 RDSP 53 HSA 53 testamentary trust 53 minimum distributions RMDs 53 UGMA UTMA 53 FERS 53 nonretirement 53 UTMA 52 MAGI 52 Free Savings Accounts 52 annuity 52 Rollover IRAs 52 LTFs 52 ELSS 52 nonspouse beneficiaries 52 RDSPs 52 UTMA accounts 52 FMPs 52 EGTRRA 52 CTFs 52 retirement nest egg 52 Iwry 52 Individual Savings Account 52 SIPP 52 Retirement Savings Account 52 FSAs 52 RRSPs RRIFs 52 Retirement Accounts 51 taxable 51 cash Isas 51 FERS retirement 51 ISA wrapper 51 Self Invested Personal 51 Retirement Savings 51 nonqualified 51 Nonqualified 51 annuitization 51 nonspouse beneficiary 51 beneficiary designations 51 taxable income 51 Savings Plan 51 RRIF withdrawals 51 Ms. Dabu 51 Flexible Spending Accounts 51 FERS employees 51 IRAs #Ks 51 Uniform Gift 51 AMT exemption 51 Section #C [002] 51 revocable trust 50 Annuities 50 RRSP deduction 50 concessionally taxed 50 accounts HSAs 50 GMWB 50 Retirement Plan 50 SMSF 50 itemized deductions 50 Kiddie Tax 50 fixed annuities 49 deductions 49 Isa wrapper 49 IRA Rollover 49 subaccounts 49 DRIPs 49 CSRS Offset 49 RMFs 49 Ed Slott 49 nonworking spouses 49 Retirement Income 49 ELSS schemes 49 RESP contributions 49 CollegeAdvantage 49 joint filers 49 Uniform Gifts 49 itemizing deductions 49 Sec #C 49 annuitized 49 hardship withdrawals 48 maxi ISA 48 Sipps 48 QDIA 48 deduction 48 KiwiSaver 48 Savings Incentive 48 itemized deduction 48 SMSFs 48 asset allocation 48 Immediate annuities 48 Scharin 48 superannuation 48 deferred variable annuities 48 HRAs 48 Fahlund 48 nondeductible 48 FICA taxes 48 variable annuities 48 paycheck deductions 48 ISA allowances 48 RRSP RRIF 48 GMWBs 48 www.fidelity.com 48 Health Reimbursement Account 48 Ginnie Maes 48 Defined contribution 47 DPSPs 47 Stakeholder pensions 47 indexation allowance 47 Internal Revenue Code 47 RRIF withdrawal 47 RRSPs TFSAs 47 Kitces 47 GHESP 47 Retirement Account 47 stakeholder pensions 47 QROPS 47 concessional contributions 47 ULIPs 47 Defined Contribution Plans 47 GICs 47 PRAs 47 non itemizers 47 IRAs SEPs 47 RRSP TFSA 47 IRA Individual Retirement 47 muni bond funds 47 Lifecycle Funds 47 decumulation 47 ERISA 47 revocable trusts 47 Rollovers 46 Married Filing Separately 46 AVCs 46 FDIC insures 46 equity indexed annuities 46 Inheritance Tax 46 Average Avg 46 deferred variable annuity 46 Variable annuities 46 TDFs 46 ScholarShare 46 IncomeFlex 46 deductible 46 charitably inclined 46 Flexible Spending Account 46 Reverse mortgages 46 maxi Isa 46 surviving spouse 46 #EZ [002] 46 Flexible Spending 46 ULIP 46 IRA custodian 46 Income Funds RRIFs 46 Free File Fillable 46 LTCG 46 PIEs 46 High Deductible 46 Ulip 46 lump sums 46 SSASs 46 CSRS 46 filers earning 46 itemizers 46 RIAs 46 IRC ยง 46 HDHP 46 Earned Income Credit 46 IRA 45 CPP QPP 45 complying superannuation 45 Lump sum 45 mutual fund 45 nonretirement accounts 45 Married Filing Jointly 45 spendable income 45 pension 45 homestead deduction 45 Standard Deduction 45 NQDC 45 includible 45 PBGC insures 45 LSIFs 45 nest eggs 45 NJBEST 45 EFRBS 45 Charitable Rollover 45 Equity indexed annuities 45 deposits FDs 45 IRS Publication 45 Pension SIPP 45 mini Isas 45 Cash ISAs 45 taxpayer itemizes deductions 45 ShareBuilder 45 equity Isas 45 Deductions 45 recharacterization 45 itemize deductions 45 subchapter S corporations 45 KiwiSaver scheme 45 Ugift 45 SMSF trustees 45 annuitisation 45 grantor retained annuity 45 inheritances 45 Vanguard GNMA fund 45 passbook savings 45 Pension Plans 45 FHSA 45 Defined Contribution 45 savings schemes ELSS 45 lump sum 45 accounts FSAs 45 UITs 45 Revare 45 Automatic Enrollment 45 KETRA 45 Direct Deposit 45 ARFs 44 rebalance portfolios 44 SAYE schemes 44 Slott 44 Pension Protection 44 undeducted 44 homestead exemption 44 Ulips 44 ESPPs 44 expert Ed Slott 44 Fixed Maturity Plans 44 Form #EZ 44 VanDerhei 44 charitable bequests 44 lifestyling 44 preretirement 44 Flexible Savings Accounts 44 sheltered annuities 44 nestegg 44 Telephone Excise Tax 44 Archer MSAs 44 married couples 44 Uniform Transfers 44 Segregated funds 44 testamentary trusts 44 Tax Deduction 44 QDIAs 44 Asset Allocation 44 Savings Account 44 MMFs 44 RSPs 44 subaccount 44 Phased retirement 44 Grantor Retained Annuity Trusts 44 Section #CCC 44 Variable Annuities 44 laddered portfolio 44 Plans RRSPs 44 VCTs 44 Recovery Rebate Credit 44 Arrangements IRAs 44 taxed 44 Vanguard Managed Payout 44 Deferred Compensation Plans 44 unitrust 44 compulsory superannuation 44 #Ks [002] 44 Roth IRA Conversion 44 UBTI 44 revocable living 44 FBAR filing 44 Homestead Exemption 44 POMV 44 sizable nest egg 44 FBAR 44 TFSA contribution 44 Variable Annuity 44 miscellaneous itemized deduction 43 Registered Disability 43 multicap funds 43 overcontribution 43 unreduced pension 43 Defined Benefit Plans 43 TODAY 'S TIP 43 Indexed annuities 43 tax deductibility 43 Prudential IncomeFlex 43 homestead exemptions 43 Beneficiary designations 43 Tax Credit 43 Mutual Funds 43 Qualified Default 43 #CCF 43 IRAs annuities 43 SSIAs 43 Ms. Nalbantoglu 43 GoalMine 43 #CCC 43 variable annuity 43 Advisers Act 43 Nontaxable 43 Dividend Reinvestment Plans 43 Ed Slott certified 43 QPRT 43 compulsory annuitisation 43 retirement 43 fillable forms 43 file Form #X 43 scheme ELSS 43 Subchapter S corporations 43 NZ Superannuation 43 grantor trust 43 Capital Gains 43 miscellaneous deductions 43 filing Form #X 43 Retirement Plans 43 OVDI 43 MGIB 43 equity indexed annuity 43 FFIs 43 Savings Scheme 43 Homebuyer Credit 43 irrevocable trusts 43 EITC 43 aC corporation 43 Section #L 43 Qualified Retirement 43 Equity Indexed Annuity 43 Defined Contribution Plan 43 #CCD 43 Zachary Roth zachary 43 CPP QPP benefits 43 Quebec Pension Plan 43 preretirement income 43 Evensky 43 Roth IRA Conversions 43 www.fool.com 43 summary prospectuses 43 IHT liability 43 Defined Benefit 43 IRAs #ks 43 irrevocable trust 43 Ballpark Estimate 43 escheat laws 42 Guaranteed Income 42 TreasuryDirect account 42 CD laddering 42 Hindu Undivided Families 42 Code Sec 42 Superannuation Guarantee 42 recordkeepers 42 Lifetime Withdrawal 42 Sailesh answers hi 42 Minimum Sum 42 carrybacks 42 CGT exemption 42 recharacterizing 42 alternate payee 42 See IRS Publication 42 Stable Value 42 settlor 42 predecease 42 CollegeChoice 42 SSIA 42 SSIA scheme 42 KiwiSavers 42 Christine Fahlund senior 42 PFICs 42 ICMA RC 42 CULAC 42 EdVest 42 Pension Plan 42 SIFT Tax 42 Gebhardtsbauer 42 TOBs 42 occupational pensions 42 reimbursement arrangements HRAs 42 phaseouts 42 Miscellaneous Deductions 42 Oujo 42 IRC Sec 42 Quotential 42 intestacy 42 Alternative Minimum Tax 42 UCITS 42 QSPEs 42 IHT 42 decumulation phase 42 www.troweprice.com 42 nontaxable 42 UTMA account 42 SMAs 42 Vantagepoint 42 taxables 42 charitable deductions 42 #b 1s 42 dually registered 42 Rande Spiegelman vice 42 intestacy rules 42 OAS clawback 42 franking credits 42 Liability Driven 42 Qualified Tuition 42 IRS Withholding Calculator 42 section #CCC 42 T. Rowe 42 sheltered annuity 42 Isa savers 42 REMFs 42 Inheritances 42 occupational pension 42 multiemployer 42 liability partnerships LLPs 42 Lifetime Learning 42 ROBS 42 inverse ETFs 42 CREF Stock 42 Protected Withdrawal Value 42 Tax Reform Act 42 FERS annuity 42 LLCs 42 AGIs 42 Charitable Remainder Trusts 42 Form ADV 42 payroll deductions 42 Defined benefit 41 LDI strategies 41 Equity Indexed Annuities 41 Fixed annuities 41 TSP 41 Vanguard Inflation Protected 41 muni bonds 41 PRSAs 41 FEHBP 41 Kiwisaver 41 PSERS 41 Diversified Yield 41 Fafsa 41 Fidelity Investments Vanguard 41 www.schwab.com 41 UESP 41 Hardship withdrawals 41 Guaranteed Minimum Withdrawal 41 pensions 41 Program FEHBP 41 JGTRRA 41 lump sum distributions 41 Guaranteed Lifetime 41 Obama Refi Programs 41 SSDI benefits 41 Medisave 41 Pension 41 grantor trusts 41 ISA savers 41 carryback provision 41 SponsorMatch 41 Lump sums 41 pension schemes 41 Pension Benefits 41 RSP contribution 41 HSAs HRAs 41 CEFs 41 trusts GRATs 41 GMIB 41 Social Security 41 Savings Plan RDSP 41 HUFs 41 Defined Benefit Plan 41 #EZ T 41 Chuck Jaffe 41 personal pensions Sipps 41 Flexible Lifetime 41 Marketplace Alisa 41 payroll withholdings 41 Flexible Spending Accounts FSAs 41 STCG 41 Dividend Reinvestment 41 Brenda Calcavecchia 41 deduct 41 Pensions Sipps 41 withholdings 41 BMO InvestorLine 41 www.irs.gov 41 File Electronically 41 Defined Contribution DC 41 Expense ratios 41 Thrift Savings 41 PPFs 41 Subchapter S 41 Rule #b 41 QFII 41 RMD 41 wages Ecton 41 Teachers Defined Contribution 41 MESP 41 Deductibles 41 Accommodation Supplement 41 reinvesting dividends 41 Withdrawals 41 ADIA holdings 41 nonforfeitable 41 Health Reimbursement Arrangement 41 By Zachary Pincus 41 PUTs 41 Kotak MF 41 lumpsum 41 foundations endowments corporations 41 CHAMPVA 41 Health Reimbursement Arrangements 41 filers 41 Tax 41 UMAs 41 Section #A [001] 41 PRPPs 41 Trinz 41 CSBs 41 FDIC insured 41 Unit Investment Trusts 41 Altfest 41 lump sum payments 41 nonqualified retirement 41 Variable Universal 41 Rev. Rul 41 provident fund PPF 40 reinvested dividends 40 retirees 40 progressive indexing 40 FairTax 40 homesteaded property 40 VEBAs 40 NPSS 40 Regular Saver 40 investible surplus 40 Systematic Investment 40 Social Secu rity 40 noninterest bearing checking 40 recharacterize 40 Qualified Dividends 40 Qualifying Recognised Overseas 40 deferred compensation 40 DEAR BRUCE My 40 REITs 40 deductibles 40 provident funds 40 Nontaxable Income 40 deductable 40 Charitable Remainder Unitrust 40 unreimbursed medical 40 YOUR FUNDS 40 prefund 40 Jeevan Akshay 40 PPNs 40 indexed annuities 40 LLPs 40 Kevin McCormally 40 payroll deduction 40 lump sum payouts 40 Way2Save 40 spendable 40 Tax Deductions 40 Ucits 40 unused RRSP 40 nonspousal 40 JennisonDryden 40 Income Annuities 40 Discounted Gift 40 itemize 40 GMWB rider 40 Pension Reform Act 40 trivial commutation 40 Installment Agreement 40 Sole proprietors 40 Utkus 40 Sipp 40 unsubsidized Stafford loan 40 nonresident aliens 40 Student Loan Interest Deduction 40 inter vivos trust 40 DRIP 40 Defined Benefit DB 40 Contrafund 40 Redemptions Terminations 40 Socially responsible 40 TIAA Traditional 40 RolloverSystems 40 saving schemes ELSS 40 Purchase Plan DRIP 40 multistate corporations 40 unused sick 40 deductibility 40 Transamerica Retirement 40 deductibles copayments 40 ShareBuilder #k 40 lifetime maximums 40 CPFIS 40 annuitants 40 ultrashort bond 40 HDHPs 40 Fee Disclosure 40 FEGLI 40 Mr. Rechtshaffen 40 muni bond 40 tax 40 refundability 40 ProShares ETFs 40 FATCA provisions 40 callable CDs 40 MLPs 40 Diversified Equity 40 stakeholder CTF 40 Economic Stimulus Rebate 40 EITC Assistant 40 Chequing 40 loss carryovers 40 Direct Debit Installment Agreement 40 Form #X 40 Revolution MoneyExchange 40 Covered Calls 40 COBRA continuation 40 chequing accounts 40 Earned Income Tax 40 COBRA subsidy 40 preretirees 40 Inheritance Tax IHT 40 ETFs ETNs 40 preferreds 40 Load Structure 40 FundsNetwork 40 Reits 40 Oakmark Select 40 EITC eligibility 40 #k Toolbox 40 Funds Declare Monthly Distributions 40 FBAR reporting 40 IPERS 40 FLPs 40 munis 40 muni yields 40 Self Directed 39 multiemployer defined 39 NFOs 39 meltdown Dukas 39 Married couples 39 Saving Scheme 39 ETFs 39 spouse 39 actuarially 39 ESOPs 39 OFLA 39 Health Reimbursement Accounts 39 Rouseys 39 Lump sum payments 39 superannuants 39 IRS Form #X 39 moneyback 39 Economic Stimulus Checks 39 Taxable Income 39 Supplement GIS 39 Retirement 39 socking away 39 tidy nest egg 39 Reverse convertibles 39 Managed Balanced 39 unvouchered expense 39 Individual Retirement 39 exempting estates 39 SBICs 39 Charitable Gift 39 FEHB 39 BABs 39 Plan DPSP 39 Irrevocable Life 39 clawback mechanism 39 Ordinary Dividends 39 Giftrust 39 Pell Grant 39 Rollover Applicant 39 Summary Prospectus 39 Betty Jo Rousey 39 QFIIs 39 IRS 39 Taxpayer Relief 39 MFs 39 Pensions SIPPs 39 Amana Funds 39 Telephone Excise Tax Refund 39 Charitable Contributions 39 Equity Linked 39 Limited Duration 39 UCITS III 39 dividend reinvestment 39 T. Rowe Price 39 annuitant 39 Homestead Exclusion 39 ROP Term 39 withholding calculator 39 Stakeholder Pensions 39 corpus 39 Oeics 39 PRPP 39 Subpart F 39 allowable deductions 39 Managed Accounts 39 deductible coinsurance 39 DEAR BRUCE 39 Bryan Clintsman certified 39 Unfunded Liability 39 Path2College 39 Institute EBRI 39 ScholarShare College 39 HECMs 39 nonhomesteaded properties 39 franked dividends 39 Pell Grants 39 inactivity fees 39 FDIC insured savings 39 SunWise Elite Plus 39 franking credits attached 39 Magnum Taxgain 39 Economic Stimulus Payments 39 Cheneys owed 39 boomers 39 Mortgage Interest Deduction 39 Marylyn Kish turns 39 Exchange Traded Funds 39 Products Declare Monthly 39 QTIP trust 39 NQDC plans 39 Personal Income Tax 39 Nuveen taxable closed 39 IncomePlus 39 leveraged ETFs 39 investible assets 39 unsubsidized Stafford 39 OASDI 39 SIFTs 39 inheritance 39 FATCA 39 Savings Certificates 39 savers 39 gain MUCH HIGHER 39 SIPP Self Invested 39 HECM 39 reinvested distributions 39 PENSCO Trust Company 39 KPERS 39 Grandfathered plans 39 PBGF 39 #C #CCC 39 retirement nest eggs 39 IOLTA accounts 39 Defined Benefit Pension Plan 39 concurrent receipt 39 Mr. Mastracci 39 CSRS annuity 39 Section #CCF 39 visit www.fidelity.com 39 Alternative Motor Vehicle 39 CollegeBoundfund 39 UBIT 39 Disclosure Booklet 39 Employee Retirement Income 38 Tax CGT 38 iShares Funds 38 NEW Subscription 38 THE SAVINGS GAME 38 Recordkeeping 38 Ochsenschlager 38 Separate Accounts 38 TreasuryDirect 38 voluntary contributions AVCs 38 unsubsidized Stafford loans 38 Deloitte Tax 38 DINKs 38 Soxman Funeral Homes 38 FBT STT 38 royalty trusts 38 roth 38 grandfathering provision 38 Claymore Closed End 38 Home Affordable Foreclosure 38 tax equivalized 38 POMIS 38 MinnesotaCare 38 Social Security withholdings 38 fiduciary 38 deductible donations 38 mediclaim policies 38 Compensation Scheme 38 miscellaneous itemized deductions 38 StanCorp Investment 38 Work Pay 38 CDHPs 38 MasterDex 38 REITS 38 investable assets 38 L3C 38 Blended Families 38 hsa Trustee Services 38 Wealthfront 38 Schedule UTP 38 tax deductible 38 Code Section #A 38 Peps 38 Laddering 38 Clawbacks 38 investments Coulard 38 Multiemployer 38 RSAs 38 www.socialsecurity.gov estimator 38 Nigel Peaple 38 Regular Monthly Distribution 38 Saving Scheme NPSS 38 unmarried cohabitating couples 38 Fund Distribution Reinvestment 38 Leveraged ETFs 38 Mr Modray 38 PRSI contributions 38 YieldPlus 38 dreaded Alternative Minimum 38 Stimulus Rebate 38 www.savingforcollege.com 38 REX Agreement 38 reinvestment compounding 38 UTI ULIP 38 income 38 Ucits funds 38 Settlor 38 Flow Through SIFT 38 Socially Responsible Investing 38 Form #EZ T 38 Interest accrues 38 Withdrawal Benefit 38 SmartyPig 38 Mutual Fund 38 PAYGO 38 Medigap 38 SIFT 38 ultrasafe 38 Meritage Portfolios 38 Earned Income 38 indexed annuity 38 FreeFile 38 NOL carryforwards 38 WisdomTree Retirement Services 38 Revenue Procedure 38 SIPPS 38 tax withholdings 38 Multigenerational households 38 Tax Credits 38 expense ratios MERs 38 FoFs 38 Form #X Amended 38 carryback 38 Tax Beater 38 Envestnet 38 PACENET 38 Dividend reinvestment 38 sole proprietorships partnerships 38 perpetuities 38 nonpension retirement benefits 38 automatic dividend reinvestment 38 Personal Accounts 38 SIPs 38 Tax Withholding 38 inheritability 38 Taxable 38 Couch Potato portfolio 38 Upromise rewards 38 Christine Marcks president 38 Consolidation Loans 38 Hartford Mutual Funds 38 Empty nesters 38 Upromise 38 Bima Nivesh 38 farmstead exclusion 38 Robert Brokamp Rule 38 OEICs 38 Funded Status 38 Rollover Applicants 38 Dimensional Fund 38 Remarriage 38 RiverSource Investments LLC 38 Evelyn Dilsaver 38 SSIA holders 38 Kasasa Cash checking 38 Pension Schemes 38 UITFs 38 Income Trusts 38 Advancement Accounts 38 breakpoint discounts 38 = Weighted average [026] 38 Additional Voluntary Contributions 38 ExpressTaxRefund.com 38 RiverSource 38 Deferred Compensation Plan