Retirement FAQs

  1. How can I start or set up a Roth 401(k)?

  2. What are the benefits of an independent/individual 401(k)?

  3. What is the difference between a 408 (k) plan and a 401 (k) plan?

  4. Is a 408 (k) the same as a Simplified Employee Pension (SEP)?

  5. What are the 403(b) contribution limits?

  6. Can I roll over a 403b plan?

  7. Where is the Bureau of Labor Statistics located?

  8. What are the advantages and disadvantages of getting a 403(b) vs. a Roth IRA?

  9. What is a 401(k) rollover?

  10. Are qualified pension plans taxable?

  11. How do you withdraw money from your 401(k)?

  12. Is it possible to obtain a loan from a qualified retirement plan?

  13. What are the contribution limits of a 401(k) vs. a Roth 401(k)?

  14. What are the 2014 401(k) contribution limits?

  15. How do I set up a 408(k) plan in my business?

  16. What are qualified retirement plan types?

  17. How does a qualified retirement plan early distribution work?

  18. What are the Roth 401(k) withdrawal rules?

  19. What are the main differences between a Roth 401(k) and a 401(k)?

  20. What are my main rights as a 401(k) plan participant?

  21. If I contribute to a 401(k) plan, can I still contribute to an individual retirement ...

  22. What information does my employer have to give me regarding my 401(k) plan?

  23. What's the difference between a 401(k) and a Roth IRA?

  24. Is there a minimum I have to contribute to my 401(k) plan?

  25. What is the difference between a 401(k) plan and a 403(b) plan?

  26. Why were 401(k) plans created?

  27. What happens to my 401(k) plan if I switch jobs?

  28. Does my employer's matching contribution count towards the maximum I can contribute ...

  29. Can I roll over the 401(k) money from my old job into my new company's plan?

  30. Do I need an employer to set up a 401(k) plan?

  31. What's the difference between a 401(k) and a pension plan?

  32. What is the difference between a 401(k) plan and a 457 plan?

  33. What does it mean if my 401(k) plan has been frozen?

  34. What is the penalty for taking money out of my 401(k) before I'm 59 years old?

  35. Will I have to pay taxes on my 401(k) plan if I quit my job?

  36. What is the maximum I can contribute to my 401(k) plan?

  37. Is the cost of living adjustment (COLA) mandatory?

  38. Can I still set up an SEP if one of my employees refuses to participate?

  39. Can I roll a Traditional IRA into a 529 college account for my grandchild?

  40. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  41. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

  42. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  43. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  44. I want to close my IRA account. What percentage will I lose to tax?

  45. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

  46. Is there a limit on how much I can move from my IRA to my Roth IRA?

  47. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

  48. What effect will a prenuptial agreement have on a 401(k)?

  49. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

  50. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

  51. What is a good book on creating a trust that would qualify as the beneficiary for ...

  52. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

  53. Can I contribute to both a 401(k) and an IRA?

  54. My spouse has little/no income. Can I contribute to my spouse's IRA?

  55. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

  56. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  57. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

  58. Can 529 plans be used to transfer wealth to other family members if the original ...

  59. I have a small business (LLC), which I operate part-time. I also work full time for ...

  60. Should I collect early Social Security?

  61. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  62. What is the difference between a Traditional and a Roth IRA?

  63. What happens during the consolidation phase of an investor's life cycle?

  64. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

  65. How can I budget for both short-term expenses and long-term goals?

  66. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

  67. Are there special benefits for U.S. armed forces personnel?

  68. I own a small business. Can the SBO-401(k) work for me?

  69. My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

  70. Can I donate stock to charity?

  71. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  72. What does a "5 by 5" power in a trust document mean?

  73. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  74. Is it wise to put an IRA account into a fixed or variable annuity?

  75. Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

  76. What is cliff vesting?

  77. What pension benefits are available to military personnel?

  78. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  79. Can an employer adopt a different type of retirement plan for each employee?

  80. Is my 403(b) account owned by me or by the institution?

  81. If there are two plans and one is terminated, creating a distributable event, can ...

  82. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  83. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  84. What are the requirements that a trust needs to meet to be qualified?

  85. Can high-income earners deduct yearly defined-benefit plan contributions of over ...

  86. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

  87. Are my IRAs secure against possible liens?

  88. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  89. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  90. Where can I find information on how to distribute my deceased parent's assets?

  91. Why is there a cap on the Federal Insurance Contribution (FICA) tax?

  92. Will I pay taxes on my Social Security payouts?

  93. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

  94. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

  95. At what age will I be eligible for the maximum Social Security payout?

  96. Can I take money out of my Individual Retirement Account (IRA) while working?

  97. What's the difference between an individual retirement account (IRA) and an annuity? ...

  98. What's the difference between an individual retirement account (IRA) and a certificate ...

  99. Why is Social Security running out of money?

  100. Can my spouse and children collect my Social Security when I die?

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