Retirement FAQs

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

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

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

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

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

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

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

  8. What are the maximum Social Security disability benefits?

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

  10. Are My Social Security disability benefits taxable?

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

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

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

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

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

  16. When can I withdraw my IRA money?

  17. How are IRA withdrawals taxed?

  18. Are spousal Social Security benefits taxable?

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

  20. Do retirement account withdrawals affect tax brackets?

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

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

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

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

  25. What are Social Security spousal benefits?

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

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

  28. Do tax brackets include Social Security?

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

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

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

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

  33. How does my spousal Social Security benefit work?

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

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

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

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

  38. How do 401(k) loans work?

  39. What are the main kinds of annuities?

  40. Are Social Security benefits taxable after age 62?

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

  42. What does "full retirement age" mean in regard to Social Security?

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

  44. What are the distribution options for an inherited annuity?

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

  46. Can I borrow from my annuity to put a down payment on a house?

  47. How do my siblings and I receive inherited pension benefit payments from our deceased parent?

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

  49. Why is accidental life insurance so inexpensive?

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

  51. I am starting a limited liability company (LLC). I will be the sole member. Can I open an SEP IRA? How much tax-deferred money would I be able to contribute each year?

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

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

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

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

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

  57. Does my employer's matching contribution count towards the maximum I can contribute to my 401(k) plan?

  58. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same year?

  59. How often should I rebalance my retirement account?

  60. Should I offer alternative investments to my employees?

  61. Are target-date retirement funds good investments?

  62. Are estate planning fees tax deductible?

  63. Can personal loans be included in bankruptcy?

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

  65. Are 401(k) contributions tax deductible?

  66. Are 401(k) rollovers taxable?

  67. Who offers 401(k) plans?

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

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

  70. Are 401ks FDIC insured?

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

  72. Do 401(k) savings earn interest?

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

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

  75. How liquid are variable annuities?

  76. Do variable annuities have RMDs?

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

  78. Are 401(k) withdrawals considered income?

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

  80. Are Canadian Pension Plans inflation-protected?

  81. Are donations escheatable?

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

  83. How long does a stock account have to be dormant before it can be escheated?

  84. Can variable annuities be rolled into an IRA?

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

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

  87. Are 401(k) accounts escheatable?

  88. Are IRA accounts escheatable?

  89. Does Canada have Social Security numbers?

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

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

  92. Is Social Security inflation-protected?

  93. Is Social Security considered to be welfare?

  94. Are variable annuities protected from creditors?

  95. Are variable annuities tax deferred?

  96. Are variable annuities FDIC insured?

  97. Are variable annuities guaranteed?

  98. Are variable annuities safe?

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

  100. Are variable annuities a good retirement investment?

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