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RetirementWhat links here?
Retirement - states with no income tax
Retirement - states with no sales tax
Retirement - states that tax social security benefits
Retirement - Investments
Retirement - Medicare
Retirement - state taxes
(Traditional) IRA
Rollover IRA
Roth IRA

Company Stock in a 401k
Nerdwallet - How to Decide Whether to Roll Over a 401(k) to an IRA
Investopedia - Rolling Over Company Stock: When It Does - and Doesn't - Make Sense
401khelpcenter - Company Stock in Your 401k -- Keep it Balanced

IRS - IRA FAQs - Distributions (Withdrawals)
Investopedia - Index Fund
Wikipedia - ETF: Exchange-traded fund
SPIVA
MILITARY MONEY MANUAL
Bogleheads
Employee Benefits Security Administration (EBSA)


Betterment (Nerdwallet Review)
e*trade

S&P 500
Dow Jones Industrial Average
SymbolFund NameTypeExpense Ratio
VFINX Vanguard 500 Index Fund Investor SharesIndex Fund0.14%
SWPPX Schwab S&P 500 Index FundIndex Fund0.02%
FXAIX Fidelity 500 Index Fund Index Fund0.02%
PREIX T. Rowe Price Equity Index 500 Fund Index Fund0.23%
Data from Investopedia: The 4 Best S&P 500 Index Funds
SymbolFund NameTypeExpense Ratio
FNILX Fidelity ZERO Large Cap IndexIndex Fund0.0%
VOO Vanguard S&P 500 ETF ETF0.04%
SPY SPDR S&P 500 ETF Trust EFT0.09%
IVV iShares Core S&P 500 ETF EFT0.04%
SWPPX Schwab S&P 500 Index Fund Index Fund0.02%
Data from Bankrate: Best index funds in May 2019
SymbolFund NameTypeExpense Ratio
VIG Vanguard Dividend Appreciation ETF EFT0.08%
DON WisdomTree U.S. Midcap Dividend Fund Index Fund0.38%
NOBL ProShares S&P 500 Dividend Aristocrats ETF EFT 0.35%
DVY iShares Select Dividend ETFEFT0.39%
VYM Vanguard High Dividend Yield ETF EFT0.06%
SPHD Invesco S&P 500 High Dividend Low Volatility ETF EFT0.30%
SPLV Invesco S&P 500 Low Volatility ETF EFT 0.25%
USMV iShares Edge MSCI Minimum Volatility ETF ETF 0.15%
EFAV IShares Edge MSCI Min Vol EAFE ETF EFT 0.20%
IDV iShares International Select Dividend ETF EFT0.5%
FSMAX Fidelity Extended Market Index Fund Index Fund 0.045%
Data from 11 of the Best Index Funds to Buy Today
SymbolFund NameTypeExpense Ratio


Nerdwallet: How to Invest in Index Funds
NPR: A Look At How To Ride Out Stock Market Storms
e*trade - What to look for in an index fund
The Simple Dollar - How to Get Started Investing in Index Funds
Cardinal Guide
Federal Income Tax Brackets
Warren Buffett's Advice on Picking Stocks
Alliance for Lifetime Income
Retirement
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last edit:March 05 2026 23:33:43 (4 days ago)
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