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Index > Index - Pg. 305

Index credit risk, 105 inflation risk, 104 interest rate risk, 104 liquidity risk, 105 market risk, 103 matching goals to risk, 104, 105, 119 safety investments, 99 cash equivalents, 100 trustee responsibilities, 32 versus. saving, 41 warning signs about funds, 124 change in control, 125 changes in management, 124 changing or nearing a goal, 125 fund gets too big, 124 performance, 125 style change, 125 Investment Company Institute (see ICI) investment earnings checking record keeper, 79 checking recordkeeper, 78, 79 investment managers, 15 responsibilities, 33 investment option (fund evaluation category), 120 investment options, 26, 27 investment planning (area of financial planning), 226 investment returns, 76 investment strategies alternative financial goals, 87 investor profile choosing the right investment, 136, 138 matching your profile to an investment strategy, 141, 305 record-keepers, 15 SPDs, 14 IRS Code section 401, 25 IRS Code section 415, 25 IRS publications 401(k) cash out options, 183 ISOs (incentive stock options), 153 AMT (alternative minimum tax), 154 item of adjustment (AMT), 153 IVR (Interactive Voice Response), 74 source for obtaining information about accounts, 74 J job change 401(k) cash out options, 179 hardships, 180 transferring 401(k) to an IRA, 179 transferring 401(k) to new employer's plan, 179 joint and survivor option (annuity payout option), 161 joint-and-survivor annuity annuity payout option, 204 K Keogh plans, 10, 212, 213 Kiplinger's, 121 Kiplinger's Business Magazine, 114 L