Retirement FAQs

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

  2. Can I still set up an SEP if one of my employees refuses to participate?

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

  4. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  5. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  6. I want to close my IRA account. What percentage will I lose to tax?

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

  8. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  9. What effect will a prenuptial agreement have on a 401(k)?

  10. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

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

  12. Is there a limit on how much I can move from my IRA to my Roth IRA?

  13. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

  14. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

  15. What is a good book on creating a trust that would qualify as the beneficiary for ...

  16. Can I contribute to both a 401(k) and an IRA?

  17. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

  18. I have a small business (LLC), which I operate part-time. I also work full time for ...

  19. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

  20. Can 529 plans be used to transfer wealth to other family members if the original ...

  21. My spouse has little/no income. Can I contribute to my spouse's IRA?

  22. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  23. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

  24. What is the difference between a Traditional and a Roth IRA?

  25. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  26. Should I collect early Social Security?

  27. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

  28. What happens during the consolidation phase of an investor's life cycle?

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

  30. Are there special benefits for U.S. armed forces personnel?

  31. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

  32. Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

  33. Can I donate stock to charity?

  34. What does a "5 by 5" power in a trust document mean?

  35. I own a small business. Can the SBO-401(k) work for me?

  36. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  37. My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

  38. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  39. Is it wise to put an IRA account into a fixed or variable annuity?

  40. Can an employer adopt a different type of retirement plan for each employee?

  41. What is cliff vesting?

  42. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  43. What pension benefits are available to military personnel?

  44. Is my 403(b) account owned by me or by the institution?

  45. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  46. If there are two plans and one is terminated, creating a distributable event, can ...

  47. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  48. Are my IRAs secure against possible liens?

  49. Can high-income earners deduct yearly defined-benefit plan contributions of over ...

  50. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

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

  52. What are the requirements that a trust needs to meet to be qualified?

  53. Where can I find information on how to distribute my deceased parent's assets?

  54. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  55. Why is there a cap on the Federal Insurance Contribution (FICA) tax?

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

  57. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

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

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

  60. Can I take money out of my Individual Retirement Account (IRA) while working?

  61. What's the difference between an individual retirement account (IRA) and an annuity? ...

  62. What's the difference between an individual retirement account (IRA) and a certificate ...

  63. Why is Social Security running out of money?

  64. Can my spouse and children collect my Social Security when I die?

  65. How Can I Fund A Roth IRA If My Income Is Too High To Make Direct Contributions?

  66. If I don't have any kids and want to leave all of my worldly possessions to my dog, ...

  67. How do I list the beneficiaries of my life insurance policies if I have a trust? ...

  68. Are 401(k) loans taxed?

  69. What should you do when you're five years from retiring?

  70. What are the differences between a 401K and an IRA?

  71. How do I retire?

  72. I want to transfer my house title to my child, what are the costs and tax consequences ...

  73. What are Government Pension Offsets, and who is subject to them?

  74. How do you plan for retirement if you have multiple employers? Can you combine retirement ...

  75. I have a 403(b) from a old employer. I would like to convert it to a 401(k). How ...

  76. Our broker switched firms in the middle of 2011. As a result we lost track of our ...

  77. How can I start an IRA for my child?

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

  79. Which investment would be most suitable for a client investing for retirement and ...

  80. The reason why ERISA qualified plans should have an investment policy statement is ...

  81. How do 401(k) loans work?

  82. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

  83. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

  84. I have a profit-sharing plan with my former employer. I am now trying to buy a home. ...

  85. When is it a good idea to use an irrevocable life insurance trust?

  86. How does an employer benefit from a 401(k) matching plan?

  87. Why is accidental life insurance so inexpensive?

  88. What is the "stretch IRA" concept?

  89. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

  90. What is the difference between early retirement and full retirement as it applies ...

  91. All of the following are allowable deductions used in determining taxable estate ...

  92. If my spouse passes away, will I have to sell my home to meet creditor obligations?

  93. When is the best time to purchase long-term care insurance?

  94. What documents should I have ready in case my partner or I should die?

  95. Which of the following accounts does ERISA cover?

  96. What is the "three-legged stool"?

  97. What is pension maximization?

  98. Which statement(s) is/are FALSE about market risk?

  99. What is long-term care?

  100. What are activities of daily living (ADL)?

  101. Why should I invest in the market when I can buy and sell houses or cars?

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