Personal Finance FAQs

  1. How does a credit crunch occur?

  2. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

  3. What is a rainmaker?

  4. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

  5. Who qualifies as "single" for tax or retirement purposes when spouses do not live ...

  6. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

  7. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

  8. Can you have a 403(b) and also contribute to a 401(k)?

  9. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

  10. What's the difference between a bank guarantee and a letter of credit?

  11. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

  12. What are the risks of investing in a bond?

  13. Which is a better measure for capital budgeting, IRR or NPV?

  14. I am in the second year of taking SEPP distributions from my IRA. Can I transfer ...

  15. Are credit cards and debit cards considered debt instruments?

  16. What is the difference between a compiled and a certified financial statement?

  17. Can my spouse and I combine our Traditional IRAs?

  18. When am I not required to submit a social security number on my tax return?

  19. Why does the majority of my mortgage payment start out as interest and gradually ...

  20. What is a subprime mortgage?

  21. Can I roll the funds in an SEP-IRA over to a profit-sharing plan or self-directed ...

  22. How do I open a Swiss bank account, and what makes them so special?

  23. What is the Razor/Razorblade model?

  24. What is a "dog and pony" show?

  25. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  26. What is inflation and how should it affect my investing?

  27. I am considering taking a loan from my qualified retirement plan. What is the definition ...

  28. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

  29. Can I borrow from an IRA without penalty?

  30. I've come into a large amount of money. Should I invest it or pay off my mortgage?

  31. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

  32. If an IRA owner dies after starting required minimum distributions (RMD) but the ...

  33. What's the difference between net present value and internal rate of return? How ...

  34. How do I figure out my cost basis on a stock investment?

  35. My company has three partners but plans to hire more this year. Would we be better ...

  36. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  37. If an employee is paid by commission, who is responsible for withholding taxes?

  38. How do I get credit for my retirement plan contributions?

  39. How can I easily get ready for next year's tax season?

  40. How do I calculate my gains and/or losses when I sell a stock?

  41. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

  42. What should I consider when I select an executor for my will?

  43. What is a gatekeeper?

  44. What is an entrepreneur's elevator pitch?

  45. Can I return funds to my Traditional IRA after taking a distribution?

  46. Is it permissible for a 70-year-old person to buy an IRA?

  47. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

  48. My wife and I both converted our Traditional IRAs to Roth IRAs in Dec 1998 and have ...

  49. I am making after-tax contributions to an IRA. Will I get taxed again when I withdraw ...

  50. What is the difference between investment banks and merchant banks?

  51. What does the term "stock-for-stock" mean?

  52. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

  53. How does the 80% rule for home insurance work, and how do capital improvements affect ...

  54. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

  55. What will happen to my SEP IRA if I leave my current employer?

  56. What are some commonly missed deductions for business owners?

  57. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

  58. At what point in the ordering process does a broker charge commission?

  59. What is Black Friday?

  60. When is earnings season?

  61. How can I prevent commissions and fees from eating up my trading profits?

  62. What is foreclosure investing?

  63. How does someone commit featherbedding?

  64. What are the income limits for Roth IRA contributions?

  65. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

  66. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  67. Is my husband's ex-spouse entitled to receive my spouse's retirement benefits?

  68. I've heard that workers who don't roll over their 401(k)s after retiring face some ...

  69. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  70. Can I roll over my IRA assets to a sheltered Canadian plan?

  71. What is the relationship between oil prices and inflation?

  72. What are the steps to get a company listed on the OTCBB?

  73. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

  74. Do I have to continue SEPPs for an inherited IRA?

  75. I hold a professional degree. Am I eligible to sit for the Certified Financial Planner ...

  76. I inherited a Roth IRA. What are my options for taking distributions from the account?

  77. I want to roll over a portion of my retirement plan with my employer and I have been ...

  78. How should I estimate my income from fixed sources like bonds, CDs and stocks?

  79. I have a KSOP through my employer that I've invested 100% in company stock. I am ...

  80. Is there any time I would want to have a zero-principal mortgage?

  81. What is the difference between term and universal life insurance?

  82. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  83. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  84. I know there is a form of deposit insurance where a portion of my bank account deposits ...

  85. Can a person who is retired continue to fund an IRA?

  86. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

  87. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  88. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  89. I didn't record my Traditional IRA contributions. Is there a website that lists ...

  90. What are the rules and reporting requirements for a rollover of a required minimum ...

  91. Why won't my broker allow me to sell one stock and buy another on the same day?

  92. Why would my stock's value decline despite good news being released?

  93. What is the purpose of a "repatriated tax break", and why is it so controversial?

  94. Can my spouse and I use our IRAs to purchase our first home?

  95. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

  96. If I already hold a professional certification am I eligible for any exemptions from ...

  97. How can I find out if my employer is a member of FINRA?

  98. How does the American Housing Rescue and Foreclosure Prevention Act of 2008 affect ...

  99. When am I considered "married" for tax purposes?

  100. If I pass away, will my retirement plan go to my spouse tax free?

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