Retirement FAQs

  1. Are spousal Social Security benefits taxable?

  2. What are the best ways to sell an annuity?

  3. Why would someone change their Social Security number?

  4. Are spousal Social Security benefits retroactive?

  5. Can you buy penny stocks in an IRA?

  6. Can I use my IRA to pay for my college loans?

  7. Can my IRA be used for college tuition?

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

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

  10. Are Social Security payments included in the US GDP calculation?

  11. Where are the Social Security administration headquarters?

  12. What is the Social Security tax rate?

  13. What is the Social Security administration responsible for?

  14. Is the Social Security administration part of the executive branch?

  15. What are the maximum Social Security disability benefits?

  16. What are Social Security spousal benefits?

  17. What are the Social Security disability benefits for children with ADHD?

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

  19. How soon should I start saving for retirement?

  20. Is my IRA/Roth IRA FDIC-Insured?

  21. How is Social Security tax calculated?

  22. Is the Social Security administration a government corporation?

  23. Is my IRA protected in a bankruptcy?

  24. How are Social Security benefits calculated for divorced spouse?

  25. How are spousal benefits calculated for Social Security?

  26. How does divorce affect Social Security benefits?

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

  28. Can a variable annuity be rolled into an IRA?

  29. Can I put my IRA in a trust?

  30. Can I use my 401(k) to pay for my college loans?

  31. Can a divorced woman collect Social Security from her ex-husband?

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

  33. Can my child have an IRA/Roth IRA?

  34. Can my company ever be entitled to take my 401(k)?

  35. Are Social Security benefits taxable after age 62?

  36. Are Social Security benefits affected by marriage?

  37. Are variable annuities subject to required minimum distribution (RMD)?

  38. Are Social Security benefits adjusted for inflation?

  39. Are my Social Security disability benefits taxable?

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

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

  42. How can I take a loan from my 401(k)?

  43. How do you rollover/transfer a 401(k) to another 401(k)?

  44. What are the penalties of cashing out a 401(k) before retirement?

  45. What asset allocation should I use for my retirement portfolio?

  46. How does the trust maker transfer funds into a revocable trust?

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

  48. For what types of financial instruments would I want to calculate the present value ...

  49. What exact information is included in the interest rate when calculating the present ...

  50. How exactly does one go about revoking a revocable trust?

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

  52. How do gains from my 401(k) figure into my taxable income?

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

  54. What is the difference between a revocable trust and an irrevocable trust?

  55. How much will an employer generally contribute to a 401(a) plan?

  56. How can I increase my standard of living in my retirement years?

  57. When can benefits be received from a provident fund?

  58. Is Social Security Income a perpetuity?

  59. What types of investments are allowed in a provident fund?

  60. How does a provident fund compare to U.S. Social Security?

  61. How are benefits from a provident fund taxed?

  62. What is a family Limited Liability Company (LLC)?

  63. I'm in my 50s. Should I still participate in my company's Roth 401(k)?

  64. How is maintenance of standard of living for survivors accomplished in estate planning?

  65. What type of asset allocation should I use if I am already retired?

  66. What happens to my Roth 401(k) if I leave my job?

  67. What is the difference between an intervivos trust and a testamentary trust?

  68. What are the differences between a Chartered Financial Analyst (CFA) and a Certified ...

  69. What is the difference between revocable and irrevocable intervivos trusts?

  70. What does a sample plan using the 4% retirement rule look like?

  71. What are the tax advantages of a Roth 401(k) over an IRA or traditional 401(k)?

  72. Can I have a short put position in my IRA?

  73. How much can I contribute to my Roth 401(k)?

  74. Will I make more money in a Roth 401(k) or a traditional 401(k)?

  75. Are all disabilities treated the same for Substantial Gainful Activity (SGA) thresholds?

  76. How does a revocable trust become a split-interest trust?

  77. How much of an institutional pension fund's portfolio is typically investing in real ...

  78. What is the difference between a custodian bank and a self-directed retirement account ...

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

  80. In which countries do high-income earners pay the most tax?

  81. How does the Social Security Administration determine the Substantial Gainful Activity ...

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

  83. Why would an employer offer a 401(a) plan?

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

  85. How is the provident fund funded?

  86. How are contingent beneficiaries informed of a payout?

  87. How can I get a "pensionado" visa to retire in Costa Rica?

  88. What are the financial benefits of retiring in Panama?

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

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

  91. Do I need to file an income tax return every year?

  92. What are the restrictions for naming a given individual as my contingent beneficiary?

  93. How does a pension income drawdown work?

  94. If I retire in the Philippines, will I be able to work or start a small business?

  95. What is Substantial Gainful Activity (SGA) and why is it important?

  96. Does Manchester United (MANU) own Old Trafford stadium?

  97. What option strategies can I use to earn additional income when investing in the ...

  98. How do you mediate a dispute between primary and contingent beneficiaries of a trust?

  99. What incentives are there for a given country to enforce sustainable growth rate ...

  100. Should I invest in penny stocks or large cap stocks for my retirement portfolio?

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