Retirement FAQs

  1. Can I roll a traditional IRA into a 529 college account for my grandchild?

  2. Why is Social Security running out of money?

  3. How are variable annuities regulated?

  4. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money?

  5. What are the differences between a Registered Retirement Savings Plan (RRSP) and a Registered Pension Plan (RPP)?

  6. How do I calculate the future value of an annuity?

  7. Is a Simplified Employee Pension (SEP) IRA tax deductible?

  8. What is the 'three-legged stool'?

  9. What is the difference between portfolio management and financial planning?

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

  11. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  12. Why were 401(k) plans created?

  13. How do I report Simple IRA contributions on a W2?

  14. What are the best ways to use your 401(k) without a penalty?

  15. How liquid are variable annuities?

  16. How does taxation on life insurance for a qualified retirement plan work?

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

  18. How are Social Security benefits affected by your income?

  19. Can I put my IRA in a trust?

  20. I have a profit-sharing plan with my former employer. I am now trying to buy a home. Can I use my profit-sharing money to put a down payment on a house?

  21. Are Social Security survivor benefits for children considered taxable income?

  22. Can dividends be paid out monthly?

  23. I have a 403(b) from an old employer. I would like to convert it to a 401(k). How can I do that?

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

  25. If a stock is delisted, do shareholders still own the stock?

  26. What are Social Security Credits for and how can I earn them?

  27. Can I take my 401(k) in a lump sum?

  28. Does Canada have Social Security numbers?

  29. Do retirement account withdrawals affect tax brackets?

  30. What is the difference between an inter vivos trust and a testamentary trust?

  31. What does 'full retirement age' mean in regards to Social Security?

  32. Can I use my 401(k) as a collateral for a loan?

  33. Are my Social Security benefits reduced if I receive extra pensions from different sources?

  34. How can I get a 'pensionado' visa to retire in Costa Rica?

  35. What is the difference between a revocable trust and a living trust?

  36. What are the penalties for withdrawing from my Traditional IRA less than a year after acquisition?

  37. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. Can I roll over the money in the 401(k) plan to this new 403(b) plan?

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

  39. What are the financial benefits of retiring in the Philippines?

  40. Are estate planning fees tax deductible?

  41. How do pay-as-you-go pension plans work?

  42. What happens when a will and a revocable trust conflict?

  43. If an employee covered by a SIMPLE leaves his employer within the two-year period and his new employer doesn't have a SIMPLE, what happens to the plan? Can the employee roll it over without penalty, or keep it at the old company until the two years expire

  44. What are the IRS guidelines on the 401(a)?

  45. How is cost basis calculated on an inherited asset?

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

  47. I overcontributed to my 401(k). What are my options?

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

  49. What would privatized Social Security mean for Americans?

  50. How is Social Security tax calculated?

  51. How are non-qualified variable annuities taxed?

  52. Are 401(k) contributions tax deductible?

  53. How can I receive my Social Security benefits if I want to retire outside the U.S?

  54. What are the best ways to plan for retirement?

  55. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) distributions. What should I consider?

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

  57. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)?

  58. How are you taxed after selling a mutual fund in a Roth IRA?

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

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

  61. How soon do I need to start my application for Social Security retirement benefits?

  62. Can I collect Social Security if I still have a job?

  63. What is the difference between the present value of an annuity and the future value of an annuity?

  64. How do you calculate penalties on an IRA or Roth IRA early withdrawal?

  65. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase land and a house, do I have to pay a penalty on this distribution? What kind of form will I need to file with my taxes, showing the IRS that $10,000 went toward a home?

  66. What is the difference between a 401(a) and a 401(k)?

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

  68. What rate of return should I expect on my 401(k)?

  69. I want to transfer my house title to my child, what are the costs and tax consequences of doing so?

  70. What are the maximum Social Security disability benefits?

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

  72. Why are IRA, Roth IRAs and 401(k) contributions limited?

  73. Where else can I save for retirement after I max out my Roth IRA?

  74. Are dividends the best way to make money for retirement?

  75. What are the main differences between Social Security Benefits & Social Security Income (SSI)?

  76. Am I losing the right to collect spousal Social Security benefits before I collect my own?

  77. How can I avoid paying taxes on my Social Security income?

  78. Are My Social Security disability benefits taxable?

  79. Is it a good idea to add a reverse mortgage to your retirement strategy?

  80. Can I take my 401(k) to buy a house for my children?

  81. Will quitting your job hurt your 401(k)?

  82. Can I get both military and Social Security benefits?

  83. Can you have both a 401(k) and an IRA?

  84. When can I withdraw my IRA money?

  85. How are IRA withdrawals taxed?

  86. Are spousal Social Security benefits taxable?

  87. What's the difference between an individual retirement account (IRA) and a certificate of deposit (CD)?

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

  89. What are the top Social Security scams targeted at the elderly?

  90. Can I take money from my 401(k) to pay taxes?

  91. Do tax brackets include Social Security?

  92. How can I fund A Roth IRA if my income is too high to make direct contributions?

  93. How does my spousal Social Security benefit work?

  94. Can I take my 401(k) to buy a house?

  95. How do I calculate my Social Security break-even age?

  96. How do 401(k) loans work?

  97. What are the main kinds of annuities?

  98. Are Social Security benefits taxable after age 62?

  99. What is the size of the average retirement nest egg?

  100. Can my 401(k) be seized or garnished?

  • Showing 1-100 of 613 items
  • 1
  • 2
  • 3
  • ...
  • 7
  • >>
Hot Definitions
  1. Leverage Ratio

    Any ratio used to calculate the financial leverage of a company to get an idea of the company's methods of financing or to ...
  2. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  3. Market Capitalization

    The total dollar market value of all of a company's outstanding shares. Market capitalization is calculated by multiplying ...
  4. Expense Ratio

    A measure of what it costs an investment company to operate a mutual fund. An expense ratio is determined through an annual ...
  5. Mezzanine Financing

    A hybrid of debt and equity financing that is typically used to finance the expansion of existing companies. Mezzanine financing ...
  6. Long Run

    A period of time in which all factors of production and costs are variable. In the long run, firms are able to adjust all ...
Trading Center