Plan

Moving to canada what to do with 401k
If contributions were made by your employer while you were a resident of US, you will be allowed to make a transfer of a lump-sum payment from your 40...
Retirement choice
What is retirement choice plus?What is TIAA RC?What is RCP retirement plan?What is the difference between RA and SRA?Which is better TIAA or fidelity...
Best 529 plan
Why is Utah 529 the best?What is average rate of return on 529?Are Fidelity 529 plans good?Can I move 529 from one state to another?How much should I...
California 529 plans
The ScholarShare Investment Board sets investment policies and oversees all activities of ScholarShare 529, the state's 529 college investment plan. T...
529 plans by state
College savings 529 plans by stateStatePlan NameMinimum contributionArkansasArkansas 529 GIFT Plan$25CaliforniaScholarShare 529$0ColoradoCollegeInvest...
Choosing a 529 (PA Resident)
Does it matter what state your 529 plan is in?Does Pa allow deduction for 529 contributions?Does a Pennsylvania 529 plan have fees?What is a PA tap 5...
Summary plan
The summary plan description is an important document that tells participants what the plan provides and how it operates. It provides information on w...
Form 5500 under $250 000
If your plan is above $250,000 in assets, it is necessary to file a form 5500. If your plan is below $250,000 in assets, it is optional to file a form...
Is tsp a qualified retirement plan
The CSRS, FERS, and TSP annuities are considered qualified retirement plans. You can find information about computing the taxable portion of your annu...