PRINCIPLES OF 401K INVESTING IN LIFECYCLE FUNDS


Contents:


- General Principles of 401k Investing
- Risk and Risk Tolerance
- Types of 401k investments
- Familiarity with 401k Investments
- History of 401(k) Plans: 1978-2003
- The pre-tax contributions as well as earnings on an account are taxed only when withdrawn.
- 401(k) plans are named after the section of the Internal Revenue Code
- The Employee Retirement Income Security Act of 1974
- The Tax Reform Act of 1984 (TRA '84) modified the rules for 401(k) plans
- The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) enacted many changes to 401(k) plans
- Congress enacted the Sarbanes-Oxley Act of 2002

woman thinking about principles of 401k investing in lifecycle funds


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