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Index > Index - Pg. 300

Index SARs, 75, 76 Web sites, 74 record keeping checklist, 76, 77 investment earnings, 78, 79 loan repayments, 78 lump sum payments, 79, 80 taking out loans, 78 adjusted gross income (see AGI) administrators, 15 AE (automatic enrollment), 16 after-tax contributions, 65, 66, 67, 70 changing tax rates, 69, 70 HCEs, 70 rollovers, 189 saving for other financial goals, 70 versus pre-tax contributions, 66, 67 deciding which to choose, 71 withdrawals, 67 After-tax withdrawals, 23 age 59[1/2] withdrawals, 23 aggressive growth funds, 113 AGI (adjusted gross income), 91 AICPAPFPs, 232 Allowing for Inflation in Your Annual Income Needs worksheet, 266 alternative minimum tax (see AMT) American Skandia, 164 AMT (alternative minimum tax), 154 annual retainers financial planners, 228 applying for a loan, 170 asset allocation funds, 109, 110, 111, 138 asset categories, 143 automatic enrollment (see AE) 300 B background and experience choosing a financial planner, 230 balance reconciliation (accounts), 76 balanced funds, 109, 110, 111 bank loans as alternative to borrowing from 401(k) plan, 173 bankruptcy employers security of 401(k), 32 benefits rollovers, 186 Social Security, 239, 240 delayed retirement benefits, 242 disability benefits, 243, 244 early retirement benefits, 241 family benefits, 243 retirement benefits, 241 signing up for benefits, 245, 246 spousal benefits, 243 survivor benefits, 244, 245 working during retirement, 246 Board of Trustees Social Security, 237 bond funds, 103 bond mutual funds, 110 bonds, 100