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Index > Index - Pg. 304

Index Medicare, 247 Medigap, 247 help financial planners, 223, 224, 232 AICPAPFPs, 232 areas of planning, 225, 226 CFAs, 233 CFCs, 233 CFPs, 232 choosing a financial planner, 229, 230 CLUs, 233 compensation, 227, 228 cost, 228, 229 CPAs, 232 expectations, 224, 225 expectations of you, 225 locating a planner, 231, 232 qualifications, 226, 227 regulatory compliance, 231 researching a planner, 231 RIAs, 232 higher education savings account plans (see Section 529 plans) highly compensated employees (see HCE) (see HCEs) historical return data, 148 history of Social Security, 235, 236 home equity line of credit as alternative to borrowing from 401(k) plan, 173 homes purchasing as poor reason to borrow from your 401(k) plan, 86 Hope and Lifetime Learning Credits, 94 hospital insurance account statements, 74 IVR, 74 pay stubs, 75 people, 75 SARs, 75, 76 Web sites, 74 information resources Medicare, 248 Social Security, 248 installment refund option (annuity payout option), 160 insurance pension plans, 33 SPIC insurance, 34 insurance benefit annuities, 157 Insurance Forum, The, 159 Interactive Voice Response (see IVR) interest compounding, 42, 43 interest rate risk, 104 interest rates bonds, 101 Internal Revenue Service (see IRS) international funds, 113 Internet resources, 277, 278, 279 investing, 108, 109 asset allocation funds, 110, 111 balanced funds, 110, 111 cash equivalent investments, 109 choosing the right investment, 136 annual returns, 137, 138 building an investment strategy, 144, 146, 147 historical return data, 148 304