Retirement FAQs

  1. Why is Jersey considered a tax haven? (C, CS)

  2. What are the disadvantages of a Roth IRA?

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

  4. Why is accidental life insurance so inexpensive?

  5. Can I return funds to my Roth IRA after I have taken it as a distribution?

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

  7. How does a defined benefit pension plan differ from a defined contribution plan?

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

  9. What are the Best Ways to Lower My Taxable Income?

  10. What is the average cost of a making a will?

  11. Are 401(k) loans taxed?

  12. What is the difference between qualified and non-qualified plans?

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

  14. Can I offer hedge funds in my employees' 401(k) plan?

  15. Do retirement account withdrawals affect tax brackets?

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

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

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

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

  20. Should I offer alternative investments to my employees?

  21. Are 457 plan withdrawals taxable?

  22. Am I losing the right to collect spousal Social Security benefits before I collect ...

  23. Are target-date retirement funds good investments?

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

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

  26. How does my spousal Social Security benefit work?

  27. Are estate planning fees tax deductible?

  28. Can personal loans be included in bankruptcy?

  29. Can a 401(k) be taken in bankruptcy?

  30. When can catch-up contributions start?

  31. Who can make catch-up contributions?

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

  33. Are 401(k) contributions tax deductible?

  34. Are 401(k) rollovers taxable?

  35. Are catch-up contributions included in the 415 limit?

  36. Can catch-up contributions be matched?

  37. Are catch-up contributions included in actual deferral percentage (ADP) testing?

  38. Who offers 401(k) plans?

  39. Do tax brackets include Social Security?

  40. Can a 401(k) be used for a house down payment?

  41. How old do I have to be to make catch-up contributions?

  42. Do 401k contributions reduce AGI and/or MAGI?

  43. Are 401ks FDIC insured?

  44. What is the catch-up contribution limit for qualified deferred tax plans?

  45. Are catch-up contributions tax deductible?

  46. Can you make catch-up contributions to a Roth IRA?

  47. Do 401(k) savings earn interest?

  48. Can catch-up contributions be made to a SEP?

  49. Can you make tax-free withdrawals from your 401(k)?

  50. Are catch-up contributions allowed for SEP IRAs?

  51. How liquid are variable annuities?

  52. Do variable annuities have RMDs?

  53. How can you reclaim escheated, or unclaimed, property?

  54. Can you fund nonqualified deferred compensation plans with life insurance?

  55. How much money does Texas make from unclaimed property each year?

  56. Are Cafeteria plans subject to FICA, ERISA or FUTA?

  57. Are 401(k) withdrawals considered income?

  58. How much money does Michigan make from unclaimed property each year?

  59. What are the maximum Social Security disability benefits?

  60. What are the dormancy and escheatment rules for IRAs?

  61. Are Canadian Pension Plans inflation-protected?

  62. How often do target-date funds rebalance?

  63. What are the dormant account and escheat rules for 401(k) plans?

  64. What is a 409A nonqualified deferred compensation plan?

  65. Will 529A plans replace special needs trusts?

  66. Can variable annuities be rolled into an IRA?

  67. Are target-date funds a good investment?

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

  69. Can you borrow from a Vanguard 401(k)?

  70. Are 401(k) accounts escheatable?

  71. Are IRA accounts escheatable?

  72. Does Canada have Social Security numbers?

  73. Should I include inflation-protected securities in my 401(k)?

  74. Are target-date funds (TDFs) actively managed?

  75. Why do financial advisors dislike target-date funds?

  76. How much money does New York make from unclaimed property each year?

  77. Is Social Security inflation-protected?

  78. Is Social Security considered to be welfare?

  79. Are variable annuities protected from creditors?

  80. Are variable annuities tax deferred?

  81. Are variable annuities FDIC insured?

  82. Does having a 529A account disqualify me from receiving other government benefits?

  83. What fees are associated with target-date funds?

  84. Are target-date funds tax efficient?

  85. When are beneficiaries of a will notified?

  86. Do beneficiaries of a trust pay taxes?

  87. Are variable annuities guaranteed?

  88. What are custom target-date funds?

  89. Are variable annuities safe?

  90. Why isn't the cost-of-living adjustment mandatory?

  91. Are variable annuities a good retirement investment?

  92. How safe are variable annuities?

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

  94. Are Cafeteria plans taxable?

  95. What are the risks of rolling my 401(k) into an annuity?

  96. What are the main kinds of annuities?

  97. How do I get out of my annuity and transfer to a new one?

  98. Are Cafeteria plans exempt from Social Security?

  99. How can I determine if a longevity annuity is right for me?

  100. Are continuing care retirement communities accredited?

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