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Index > Index - Pg. 311

Index prospectus, 118 value funds, 113 world funds, 113 straight life annuity option (annuity payout option), 160 strategies achieving retirement savings goals, 45 obstacles, 45, 46 strategies for investing building an investment strategy, 144, 146, 147 matching to your investor profile, 141, 143, 144 substantial work disabilty qualification, 243 substantially equal payments, 91 summary annual reports (see SARs) Summary plan descriptions (see SPDs) super long-term capital gains tax rates, 69 Supplemental Executive Retirement Plan (see SERP) Supplemental Security Income (see SSI) surrender charge annuities, 163 survivor benefits Social Security, 244, 245 single premium, 157 variable, 157, 159 tax-sheltered annuity plans (see Tasks) taxes common mistakes, 251, 252 federal taxes security of 401(k) plans, 35 Social Security, 238 FICA, 238 Medicare, 238 state taxes security of 401(k) plans, 35 Taxpayer Relief Act of 1997, 89 teaser rates annuities, 157 ten percent penalty hardship withdrawals, 178, 179 timing the market long-term investing with stocks, 131, 132 traditional deductible IRAs, 90 traditional IRAs, 215, 216 traditional pension plans, 5 trailing commissions, 228 transferring 401(k) plans hardships, 180 IRA, 179 new employer, 179 transferring plans company mergers, 35 Treasury Bills (see T-bills) Treasury bonds, 100 Treasury notes, 100 trustees, 14 311 T T-bills, 100 (Treasury Bills), 100 T. Rowe Price, 164 T. Rowe Price Retirement Planning Analyzer, 280 target rate of return, 98 choosing the right investment, 136, 140 Tasks, 9