Retirement FAQs

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

  2. Are target-date funds tax efficient?

  3. When are beneficiaries of a will notified?

  4. Do beneficiaries of a trust pay taxes?

  5. Are variable annuities guaranteed?

  6. What are custom target-date funds?

  7. Are variable annuities safe?

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

  9. Are variable annuities a good retirement investment?

  10. How safe are variable annuities?

  11. Are Cafeteria plans taxable?

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

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

  14. Are Cafeteria plans exempt from Social Security?

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

  16. Are continuing care retirement communities accredited?

  17. How are variable annuities taxed at death?

  18. How does a Roth IRA grow over time?

  19. Can dividends be paid out monthly?

  20. Can my IRA be taken in a lawsuit?

  21. Are mutual funds considered retirement accounts?

  22. Can my IRA be garnished for child support?

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

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

  25. How does an IRA grow over time?

  26. Can creditors garnish my IRA?

  27. Are spousal Social Security benefits retroactive?

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

  29. Are spousal Social Security benefits taxable?

  30. Why would someone change their Social Security number?

  31. Can you buy penny stocks in an IRA?

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

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

  34. Can my IRA be used for college tuition?

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

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

  37. What is the Social Security tax rate?

  38. What is the Social Security administration responsible for?

  39. Where are the Social Security administration headquarters?

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

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

  42. What are Social Security spousal benefits?

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

  44. How soon should I start saving for retirement?

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

  46. Is the Social Security administration a government corporation?

  47. Is my IRA protected in a bankruptcy?

  48. How is Social Security tax calculated?

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

  50. How does divorce affect Social Security benefits?

  51. How are spousal benefits calculated for Social Security?

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

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

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

  55. Can I put my IRA in a trust?

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

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

  58. Are Social Security benefits adjusted for inflation?

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

  60. Are Social Security benefits affected by marriage?

  61. Are my Social Security disability benefits taxable?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  78. Is Social Security Income a perpetuity?

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

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

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

  82. How are benefits from a provident fund taxed?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  • Showing 101-200 of 721 items
  • <<
  • 1
  • 2
  • 3
  • ...
  • 8
  • >>
Hot Definitions
  1. Master Of Business Administration - MBA

    A graduate degree achieved at a university or college that provides theoretical and practical training to help graduates ...
  2. Liquidity Event

    An event that allows initial investors in a company to cash out some or all of their ownership shares and is considered an ...
  3. Job Market

    A market in which employers search for employees and employees search for jobs. The job market is not a physical place as ...
  4. Yuppie

    Yuppie is a slang term denoting the market segment of young urban professionals. A yuppie is often characterized by youth, ...
  5. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
  6. Four Percent Rule

    A rule of thumb used to determine the amount of funds to withdraw from a retirement account each year. The four percent rule ...
Trading Center