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Index - Pg. 299

299 Index Symbols 401(k) plans after-tax contributions, 65, 66, 67, 70 changing tax rates, 69, 70 choosing over pre-tax contributions, 71 HCEs, 70 saving for other financial goals, 70 withdrawals, 67 cashing in/out, 175 death, 183 disability, 181 divorce, 180, 181 hardship rules, 176, 177, 178 IRS publications, 183 job change, 179, 180 retirement at age fifty-five, 182 Section 72(t) withdrawals, 182 safety investments, 99, 100 warning signs about funds, 124, 125 investment options, 26, 27 loans, 20, 21, 22, 168 alternative places to borrow money, 172, 173 applying for the loan, 170 cost to you, 170, 171, 172 defaulting on a loan, 171, 172 government guidelines for employers, 169 how much can be borrowed, 169, 170 nondiscrimination testing, 24 pre-tax contributions, 66, 67 choosing over pre-tax contributions, 71 rollovers, 185, 186, 189 60-day limit, 189 after-tax contributions, 189 alternatives to rolling over funds, 190 benefits, 186 company stock considerations, 189 destination options, 190, 191 direct rollovers, 186, 189 eligibility, 188 funds that can be rolled over, 188 funds that can not be rolled over, 188 regular rollovers, 186, 187, 188 splitting amount for rollover and cash out, 189 rule makers, 13 DOL, 13 employers, 13 hired guns, 13 IRS, 13 SEC, 13 SIMPLE, 210, 211