Retirement FAQs

  1. How are variable annuities regulated?

  2. How safe are variable annuities?

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

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

  5. Are Cafeteria plans exempt from Social Security?

  6. What are the biggest disadvantages of annuities?

  7. What are the risks of annuities in a recession?

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

  9. How are variable annuities taxed at death?

  10. How does a Roth IRA grow over time?

  11. Can dividends be paid out monthly?

  12. Can my IRA be taken in a lawsuit?

  13. Are mutual funds considered retirement accounts?

  14. Why is my 401(k) not FDIC-Insured?

  15. Can I use my IRA savings to start my own savings?

  16. How does an IRA grow over time?

  17. Are spousal Social Security benefits retroactive?

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

  19. How are non-qualified variable annuities taxed?

  20. Why would someone change their Social Security number?

  21. Can you buy penny stocks in an IRA?

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

  23. Can my IRA be used for college tuition?

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

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

  26. What is the Social Security administration responsible for?

  27. What is the Social Security tax rate?

  28. Where are the Social Security administration headquarters?

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

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

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

  32. How is Social Security tax calculated?

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

  34. Is my IRA protected in a bankruptcy?

  35. Is the Social Security administration a government corporation?

  36. How soon should I start saving for retirement?

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

  38. How are spousal benefits calculated for Social Security?

  39. How does divorce affect Social Security benefits?

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

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

  42. Can I put my IRA in a trust?

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

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

  45. Are Social Security benefits adjusted for inflation?

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

  47. Are Social Security benefits affected by marriage?

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

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

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

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

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

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

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

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

  56. For what types of financial instruments would I want to calculate the present value of an annuity?

  57. What exact information is included in the interest rate when calculating the present value of an annuity?

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

  59. How do you calculate a present value of annuity using Excel?

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

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

  62. Why would I need to calculate the present value of an annuity?

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

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

  65. Is Social Security Income a classified as a perpetuity?

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

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

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

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

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

  71. How does wage price spiral impact interest rates?

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

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

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

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

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

  77. What are the advantages and disadvantages of a wage price spiral?

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

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

  80. What does the American Dream mean to different generations?

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

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

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

  84. How does the notion of the American Dream influence the US economy?

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

  86. What can governments do to stop or slow a wage price spiral?

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

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

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

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

  91. What are the differences between an annuity derivation and perpetuity derivation of the time value of money?

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

  93. How does the Social Security Administration determine the Substantial Gainful Activity (SGA) threshold?

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

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

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

  97. How is the provident fund funded?

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

  99. How are contingent beneficiaries informed of a payout?

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

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