Index

Numbers

59 1/2 (age of investor)

70 1/2 (age of investor)

401(k) plans. See also retirement planning

advantages

automatic plans

average contribution

borrowing from

changing jobs and

choosing mutual funds for

company stock and

contributing

contribution limits

employer matching

enrolling

finding current balance

fraud and

getting started

index funds and

individual plans

IRAs and

requesting new fund choices

rolling over

Roth plans

Saver's Credit

versus savings accounts

solo plans

tax benefits

tax penalties

403(b) plans. See also 401(k) plans

457 plans. See also 401(k) plans

529 plans. See also college, paying for

1990s-2000s

A

accountants

ADV forms

aggressive funds

Alliance Capital

Amazon

America Saves Web site

American funds

American Institute ...

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